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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
46
352
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23
-24
353
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43
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354
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37
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19
-1
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+102
357
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16
-5
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+19
359
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+93
360
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29
-16
361
$5K ﹤0.01%
106
-52
362
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+16
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$5K ﹤0.01%
1,764
364
$4K ﹤0.01%
13
365
$4K ﹤0.01%
91
-49
366
$4K ﹤0.01%
+172
367
$4K ﹤0.01%
233
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368
$4K ﹤0.01%
3,910
369
$4K ﹤0.01%
25
370
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100
371
$4K ﹤0.01%
+140
372
$4K ﹤0.01%
27
373
$4K ﹤0.01%
5
374
$4K ﹤0.01%
98
375
$4K ﹤0.01%
15
-15
13 14
15
16 17