CA
Crewe Advisors Portfolio holdings
AUM
$707M
This Quarter Return
+5.57%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+5.6%)
Cap. Flow
+$504K
Cap. Flow
% of AUM
0.47%
Top 10 Holdings %
Top 10 Hldgs %
70.55%
Holding
298
New
19
Increased
64
Reduced
43
Closed
37
Top Buys
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$1.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$515K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$450K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$314K |
| 5 |
Wells Fargo
WFC
|
$206K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.38M |
| 2 |
Chevron
CVX
|
$869K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$349K |
| 4 |
Intel
INTC
|
$149K |
| 5 |
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% |
