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
376
$48K 0.01%
1,762
377
$47.9K 0.01%
276
+132
378
$47.7K 0.01%
900
-102
379
$47.5K 0.01%
159
+17
380
$47.3K 0.01%
37
381
$47.3K 0.01%
153
+142
382
$46.9K 0.01%
+886
383
$46.4K 0.01%
78
-63
384
$45.3K 0.01%
683
+434
385
$45.2K 0.01%
1,321
386
$44.2K 0.01%
75
+63
387
$44.1K ﹤0.01%
360
388
$43.6K ﹤0.01%
97
+67
389
$43.5K ﹤0.01%
675
-90
390
$43.5K ﹤0.01%
1,299
+1,166
391
$43.3K ﹤0.01%
31
+22
392
$43.3K ﹤0.01%
615
+45
393
$43.1K ﹤0.01%
4,431
-11,406
394
$43K ﹤0.01%
334
395
$42.5K ﹤0.01%
1,830
396
$42.5K ﹤0.01%
850
+232
397
$42.1K ﹤0.01%
8,074
398
$42.1K ﹤0.01%
553
-109
399
$42K ﹤0.01%
300
400
$41.9K ﹤0.01%
+863
14 15
16
17 18