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
351
$18.6K ﹤0.01%
111
-77
352
$18.4K ﹤0.01%
161
-610
353
$18.3K ﹤0.01%
453
-99
354
$17.4K ﹤0.01%
400
355
$17.1K ﹤0.01%
205
356
$16.8K ﹤0.01%
950
357
$16.8K ﹤0.01%
305
+205
358
$16.5K ﹤0.01%
143
+12
359
$16.1K ﹤0.01%
1,945
360
$15.9K ﹤0.01%
500
361
$15.8K ﹤0.01%
500
362
$15.7K ﹤0.01%
20
-6
363
$15.4K ﹤0.01%
257
-246
364
$15.3K ﹤0.01%
100
365
$15.3K ﹤0.01%
+885
366
$15.1K ﹤0.01%
900
+500
367
$14.9K ﹤0.01%
100
368
$14.6K ﹤0.01%
245
-30
369
$14.3K ﹤0.01%
266
+65
370
$14.2K ﹤0.01%
175
-303
371
$13.9K ﹤0.01%
190
372
$13.9K ﹤0.01%
30
-7
373
$13.8K ﹤0.01%
2,500
374
$13.7K ﹤0.01%
957
375
$13.6K ﹤0.01%
298
-357
13 14
15
16 17