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
326
$26.4K ﹤0.01%
161
327
$26.3K ﹤0.01%
2,096
+10
328
$26.2K ﹤0.01%
1,340
329
$25.9K ﹤0.01%
855
-1,948
330
$25K ﹤0.01%
385
331
$24.5K ﹤0.01%
1,316
332
$24.5K ﹤0.01%
490
333
$23.1K ﹤0.01%
182
-212
334
$23.1K ﹤0.01%
1,526
+16
335
$22.9K ﹤0.01%
2,800
336
$22.9K ﹤0.01%
118
-307
337
$22.7K ﹤0.01%
465
338
$22.2K ﹤0.01%
277
339
$21.9K ﹤0.01%
590
340
$21.3K ﹤0.01%
182
341
$21K ﹤0.01%
107
-215
342
$21K ﹤0.01%
214
+6
343
$20.5K ﹤0.01%
991
+416
344
$20.2K ﹤0.01%
181
345
$20.1K ﹤0.01%
271
346
$19.9K ﹤0.01%
888
347
$19.8K ﹤0.01%
420
348
$19.1K ﹤0.01%
133
-101
349
$18.8K ﹤0.01%
425
350
$18.7K ﹤0.01%
2,020
+20
12 13
14
15 16