CA
Crewe Advisors Portfolio holdings
AUM $712M
AUM
$712M
AUM Growth
-$13.7M (-2%)
Cap. Flow
+$13.4M
Cap. Flow % of AUM
1.89%
Top 10 Holdings %Top 10 Hldgs %
60.79%
Holding
765
New
119
Increased
141
Reduced
110
Closed
49
Top Buys
| 1 | $9.63M | |
| 2 | $8.95M | |
| 3 | $2.83M | |
| 4 | $2.4M | |
| 5 | $2.1M |
Top Sells
| 1 | $7.59M | |
| 2 | $5.27M | |
| 3 | $4.56M | |
| 4 | $1.95M | |
| 5 | $872K |
Sector Composition
| 1 | Financials | 8.55% |
| 2 | Technology | 4.36% |
| 3 | Healthcare | 2.87% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Energy | 1.5% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $44.8K | 0.01% | 515 | – | – | |||
| $44.1K | 0.01% | 547 | New | +$44.1K | |||
| $43.8K | 0.01% | 748 +2 | +0.3% | +$117 | |||
| $43.5K | 0.01% | 505 +500 | +10,000% | +$43K | |||
| $41.7K | 0.01% | 1,458 | – | – | |||
| $41.2K | 0.01% | 1,000 | – | – | |||
| $41K | 0.01% | 588 | New | +$41K | |||
| $40.6K | 0.01% | 8,074 | – | – | |||
| $40.6K | 0.01% | 1,750 | – | – | |||
| $40.4K | 0.01% | 860 -248 | -22% | -$11.7K | |||
| $40.3K | 0.01% | 159 +9 | +6% | +$2.28K | |||
| $40.1K | 0.01% | 1,414 | – | – | |||
| $39.8K | 0.01% | 945 | New | +$39.8K | |||
| $39.8K | 0.01% | 150 | – | – | |||
| $39.2K | 0.01% | 480 -814 | -63% | -$66.5K | |||
| $39.2K | 0.01% | 1,100 | – | – | |||
| $39K | 0.01% | 400 | – | – | |||
| $38.8K | 0.01% | 637 | – | – | |||
| $38.7K | 0.01% | 6,350 | New | +$38.7K | |||
| $38.6K | 0.01% | 1,908 | – | – | |||
| $38.2K | 0.01% | 400 | – | – | |||
| $38.1K | 0.01% | 527 | – | – | |||
| $37.7K | 0.01% | 793 | – | – | |||
| $37.2K | 0.01% | 374 | New | +$37.2K | |||
| $36.8K | 0.01% | 1,055 | – | – |
