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
301
$81K 0.01%
3,589
302
$79.5K 0.01%
1,453
+698
303
$79.1K 0.01%
765
+165
304
$77.3K 0.01%
1,000
305
$76.7K 0.01%
93
+65
306
$75.5K 0.01%
2,122
-212
307
$75.4K 0.01%
1,071
+472
308
$75.4K 0.01%
1,285
309
$74.9K 0.01%
1,400
310
$73.6K 0.01%
1,134
311
$73.6K 0.01%
3,070
312
$73.4K 0.01%
2,567
+1,007
313
$72K 0.01%
354
-2
314
$71.4K 0.01%
4,500
-2,000
315
$70.7K 0.01%
1,800
316
$70.6K 0.01%
4,041
+2,863
317
$68.4K 0.01%
1,848
+1,236
318
$67.6K 0.01%
737
+135
319
$67.6K 0.01%
431
-25
320
$67.5K 0.01%
657
-250
321
$67.4K 0.01%
1,249
322
$67.3K 0.01%
720
323
$66.8K 0.01%
378
+206
324
$66.5K 0.01%
250
325
$66K 0.01%
1,391
11 12
13
14 15