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
401
$11.1K ﹤0.01%
285
+261
402
$10.9K ﹤0.01%
100
403
$10.9K ﹤0.01%
130
404
$10.4K ﹤0.01%
+255
405
$10.3K ﹤0.01%
163
-37
406
$10.3K ﹤0.01%
100
-100
407
$9.93K ﹤0.01%
75
-62
408
$9.9K ﹤0.01%
166
409
$9.88K ﹤0.01%
30
410
$9.81K ﹤0.01%
100
411
$9.73K ﹤0.01%
102
+2
412
$9.61K ﹤0.01%
100
413
$9.57K ﹤0.01%
421
414
$9.53K ﹤0.01%
5,540
415
$9.41K ﹤0.01%
264
416
$9.3K ﹤0.01%
125
417
$9.16K ﹤0.01%
335
418
$9.14K ﹤0.01%
+70
419
$8.7K ﹤0.01%
12
-190
420
$8.61K ﹤0.01%
299
-1,049
421
$8.59K ﹤0.01%
38
+6
422
$8.4K ﹤0.01%
197
+142
423
$8.3K ﹤0.01%
6
424
$8.26K ﹤0.01%
110
425
$8.22K ﹤0.01%
70
+50
15 16
17
18 19