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 | |
|---|---|---|---|---|---|---|---|
| $24.6K | 0% | 370 | – | – | |||
| $24.5K | 0% | 254 | – | – | |||
| $24.4K | 0% | 584 | – | – | |||
| $23.9K | 0% | 370 | – | – | |||
| $23.7K | 0% | 581 +155 | +36% | +$6.32K | |||
| $23.6K | 0% | 1,210 | – | – | |||
| $23.6K | 0% | 910 | – | – | |||
| $23.5K | 0% | 4,869 | – | – | |||
| $23.3K | 0% | 79 +3 | +4% | +$885 | |||
| $23K | 0% | 2,048 -125 | -6% | -$1.4K | |||
| $23K | 0% | 291 | – | – | |||
| $22.2K | 0% | 373 | – | – | |||
| $22.2K | 0% | 252 +31 | +14% | +$2.73K | |||
| $22K | 0% | 90 -21 | -19% | -$5.13K | |||
| $21.8K | 0% | 2,800 | – | – | |||
| $21.8K | 0% | 888 | – | – | |||
| $21.8K | 0% | 4,500 | – | – | |||
| $21.6K | 0% | 3,030 +30 | +1% | +$214 | |||
| $21.4K | 0% | 1,179 -128 | -10% | -$2.33K | |||
| $20.7K | 0% | 738 | – | – | |||
| $20.5K | 0% | 422 | New | +$20.5K | |||
| $20.5K | 0% | 120 | – | – | |||
| $20.5K | 0% | 325 | New | +$20.5K | |||
| $20.5K | 0% | 203 +55 | +37% | +$5.55K | |||
| $20K | 0% | 146 +35 | +32% | +$4.79K |
