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 | |
|---|---|---|---|---|---|---|---|
| $36.3K | 0.01% | 668 | – | – | |||
| $34.7K | 0% | 115 +5 | +5% | +$1.51K | |||
| $34.6K | 0% | 531 +497 | +1,462% | +$32.4K | |||
| $33K | 0% | 361 | New | +$33K | |||
| $33K | 0% | 250 -114 | -31% | -$15.1K | |||
| $32.5K | 0% | 128 | – | – | |||
| $31.9K | 0% | 1,205 | – | – | |||
| $31.8K | 0% | 94 | New | +$31.8K | |||
| $31.5K | 0% | 282 | – | – | |||
| $30.3K | 0% | 53 | – | – | |||
| $29.6K | 0% | 226 -1,672 | -88% | -$219K | |||
| $28.8K | 0% | 515 | New | +$28.8K | |||
| $28.6K | 0% | 1,316 | – | – | |||
| $27.9K | 0% | 404 | – | – | |||
| $27.5K | 0% | 1,280 | – | – | |||
| $26.8K | 0% | 298 +51 | +21% | +$4.58K | |||
| $26.7K | 0% | 290 | – | – | |||
| $26.7K | 0% | 500 | – | – | |||
| $26.6K | 0% | 1,465 | – | – | |||
| $26.5K | 0% | 312 +35 | +13% | +$2.98K | |||
| $26K | 0% | 292 | New | +$26K | |||
| $25.5K | 0% | 462 | New | +$25.5K | |||
| $25.4K | 0% | 145 | New | +$25.4K | |||
| $24.8K | 0% | 2,470 -815 | -25% | -$8.17K | |||
| $24.7K | 0% | 475 | – | – |
