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
326
$65.4K 0.01%
400
327
$65.4K 0.01%
870
328
$65.2K 0.01%
1,186
+175
329
$65.2K 0.01%
710
-179
330
$65K 0.01%
809
331
$64.5K 0.01%
332
-18
332
$64.4K 0.01%
239
+32
333
$64.3K 0.01%
1,383
334
$64K 0.01%
433
335
$64K 0.01%
251
-13
336
$64K 0.01%
1,506
+1,175
337
$63.9K 0.01%
1,402
-135
338
$63.8K 0.01%
722
+82
339
$63.7K 0.01%
445
+170
340
$63.6K 0.01%
132
+72
341
$62.8K 0.01%
+1,100
342
$62.6K 0.01%
756
343
$62.6K 0.01%
853
344
$60.6K 0.01%
1,142
-41
345
$60.3K 0.01%
790
346
$60.3K 0.01%
1,278
-169
347
$60.2K 0.01%
1,019
+521
348
$59.9K 0.01%
783
+100
349
$59.9K 0.01%
813
+534
350
$59.1K 0.01%
447
+190
12 13
14
15 16