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
351
$58.6K 0.01%
2,137
352
$57.7K 0.01%
273
+19
353
$57.5K 0.01%
277
-90
354
$56.5K 0.01%
509
355
$55.5K 0.01%
177
+161
356
$55.2K 0.01%
107
+34
357
$53.9K 0.01%
+251
358
$53.4K 0.01%
570
-11
359
$53.1K 0.01%
3,023
+1,958
360
$53.1K 0.01%
965
361
$53K 0.01%
+1,384
362
$52.7K 0.01%
231
-235
363
$52.1K 0.01%
800
-800
364
$51.3K 0.01%
+1,963
365
$51.3K 0.01%
380
-51
366
$51.1K 0.01%
50
-126
367
$50.8K 0.01%
579
+339
368
$50.7K 0.01%
891
369
$50K 0.01%
254
+186
370
$49.8K 0.01%
+875
371
$49.2K 0.01%
311
372
$49.2K 0.01%
76
+39
373
$48.8K 0.01%
293
+184
374
$48.4K 0.01%
355
375
$48.2K 0.01%
129
+88
13 14
15
16 17