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
$712M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$1.69M
3
+$1.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M

Top Sells

1
+$3.14M
2
+$2.4M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$816K

Sector Composition

1 Healthcare 18.8%
2 Financials 6.68%
3 Technology 5.76%
4 Consumer Discretionary 3.41%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$46.4K 0.01%
1,598
277
$45.7K 0.01%
183
+3
278
$45K 0.01%
259
+2
279
$44.2K 0.01%
857
-12,749
280
$44K 0.01%
380
281
$43.7K 0.01%
567
+17
282
$43.1K 0.01%
4,869
283
$42.7K 0.01%
404
284
$42.1K 0.01%
390
+165
285
$42.1K 0.01%
639
+2
286
$41.8K 0.01%
879
-142
287
$41.1K 0.01%
1,966
288
$41K 0.01%
374
+1
289
$40.9K 0.01%
356
290
$40.6K 0.01%
468
291
$40.5K 0.01%
1,321
292
$40.1K 0.01%
352
-85
293
$38.3K 0.01%
333
294
$37.5K 0.01%
426
-637
295
$36.7K 0.01%
222
296
$36.7K 0.01%
725
297
$36.5K 0.01%
53
-26
298
$36.5K 0.01%
152,003
-14,754
299
$34.8K ﹤0.01%
124
+21
300
$34.4K ﹤0.01%
415
-15
10 11
12
13 14