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
376
$13.6K ﹤0.01%
1,448
377
$13.5K ﹤0.01%
400
378
$13.4K ﹤0.01%
295
-194
379
$13.4K ﹤0.01%
114
-18
380
$13.3K ﹤0.01%
279
-5,958
381
$13.2K ﹤0.01%
191
-648
382
$13.2K ﹤0.01%
365
+92
383
$13.2K ﹤0.01%
1,134
384
$12.9K ﹤0.01%
197
385
$12.7K ﹤0.01%
92
+5
386
$12.6K ﹤0.01%
355
-284
387
$12.6K ﹤0.01%
254
388
$12.6K ﹤0.01%
340
389
$12.5K ﹤0.01%
1,750
390
$12.5K ﹤0.01%
320
391
$12.4K ﹤0.01%
200
392
$12.3K ﹤0.01%
80
+55
393
$12.2K ﹤0.01%
387
394
$12.2K ﹤0.01%
316
-445
395
$12K ﹤0.01%
450
396
$11.9K ﹤0.01%
1,009
-2,279
397
$11.9K ﹤0.01%
595
398
$11.9K ﹤0.01%
850
399
$11.8K ﹤0.01%
398
400
$11.3K ﹤0.01%
50
14 15
16
17 18