CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$515K
3
+$450K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$314K
5
WFC icon
Wells Fargo
WFC
+$206K

Top Sells

1
+$1.38M
2
+$869K
3
+$349K
4
INTC icon
Intel
INTC
+$149K
5
PGX icon
Invesco Preferred ETF
PGX
+$139K

Sector Composition

1 Energy 19.69%
2 Technology 4.55%
3 Financials 4.37%
4 Consumer Discretionary 2.22%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
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