CA
Crewe Advisors Portfolio holdings
AUM $712M
AUM
$712M
AUM Growth
-$13.7M (-2%)
Cap. Flow
+$13.4M
Cap. Flow % of AUM
1.89%
Top 10 Holdings %Top 10 Hldgs %
60.79%
Holding
765
New
119
Increased
141
Reduced
110
Closed
49
Top Buys
| 1 | $9.63M | |
| 2 | $8.95M | |
| 3 | $2.83M | |
| 4 | $2.4M | |
| 5 | $2.1M |
Top Sells
| 1 | $7.59M | |
| 2 | $5.27M | |
| 3 | $4.56M | |
| 4 | $1.95M | |
| 5 | $872K |
Sector Composition
| 1 | Financials | 8.55% |
| 2 | Technology | 4.36% |
| 3 | Healthcare | 2.87% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Energy | 1.5% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $15.8K | 0% | 197 | – | – | |||
| $15.6K | 0% | 133 | – | – | |||
| $15.6K | 0% | 213 +13 | +7% | +$951 | |||
| $15K | 0% | 412 | – | – | |||
| $15K | 0% | 238 | – | – | |||
| $15K | 0% | 50 -25 | -33% | -$7.48K | |||
| $15K | 0% | 98 | New | +$15K | |||
| $14.9K | 0% | 70 | – | – | |||
| $14.6K | 0% | 182 -408 | -69% | -$32.8K | |||
| $14.5K | 0% | 530 | – | – | |||
| $14.4K | 0% | 170 | New | +$14.4K | |||
| $14.4K | 0% | 150 | – | – | |||
| $14.1K | 0% | 307 | – | – | |||
| $14.1K | 0% | 703 | – | – | |||
| $14.1K | 0% | 175 | – | – | |||
| $13.8K | 0% | 48 +10 | +26% | +$2.88K | |||
| $13.8K | 0% | 395 +9 | +2% | +$315 | |||
| $13.7K | 0% | 401 | – | – | |||
| $13.7K | 0% | 268 -701 | -72% | -$35.8K | |||
| $13.6K | 0% | 120 | – | – | |||
| $13.4K | 0% | 335 | – | – | |||
| $13.3K | 0% | 3,100 | New | +$13.3K | |||
| $13.1K | 0% | 306 | – | – | |||
| $13K | 0% | 590 | – | – | |||
| $12.8K | 0% | 87 | – | – |
