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
301
$34.3K ﹤0.01%
111
-340
302
$33.6K ﹤0.01%
115
-90
303
$33.4K ﹤0.01%
679
+14
304
$33.2K ﹤0.01%
7
305
$33.2K ﹤0.01%
515
306
$33.1K ﹤0.01%
1,264
-1,720
307
$32.9K ﹤0.01%
8,074
308
$32.6K ﹤0.01%
387
-233
309
$31.8K ﹤0.01%
1,515
310
$31.3K ﹤0.01%
410
-203
311
$31.1K ﹤0.01%
305
+3
312
$31K ﹤0.01%
300
313
$30.3K ﹤0.01%
604
314
$30.3K ﹤0.01%
1,366
-2,973
315
$30.2K ﹤0.01%
551
316
$30.2K ﹤0.01%
514
317
$30.1K ﹤0.01%
253
-104
318
$30.1K ﹤0.01%
1,222
319
$29.9K ﹤0.01%
400
320
$29.6K ﹤0.01%
325
321
$29.6K ﹤0.01%
657
+117
322
$29.1K ﹤0.01%
200
323
$28.4K ﹤0.01%
+315
324
$27.1K ﹤0.01%
158
+75
325
$26.7K ﹤0.01%
144
-622
11 12
13
14 15