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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.4M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.35M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.68M

Top Sells

1
+$1.65M
2
+$950K
3
+$689K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$682K
5
ANET icon
Arista Networks
ANET
+$627K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$95.7K 0.01%
7,000
277
$95.2K 0.01%
3,586
278
$95.1K 0.01%
4,260
279
$93.8K 0.01%
1,406
280
$92.8K 0.01%
14,034
+200
281
$92.3K 0.01%
1,884
282
$92.3K 0.01%
584
+122
283
$91.8K 0.01%
420
+20
284
$91.2K 0.01%
6,970
285
$91K 0.01%
468
286
$90.1K 0.01%
274
-27
287
$89.8K 0.01%
697
-728
288
$89.4K 0.01%
840
-280
289
$89K 0.01%
2,804
-900
290
$88.7K 0.01%
789
291
$87.2K 0.01%
338
-27
292
$87K 0.01%
375
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293
$86.7K 0.01%
499
-237
294
$86.3K 0.01%
213
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295
$85.2K 0.01%
469
-30
296
$84.6K 0.01%
1,458
297
$84.2K 0.01%
1,080
+5
298
$82.5K 0.01%
775
-500
299
$82K 0.01%
541
+446
300
$81.2K 0.01%
1,669
10 11
12
13 14