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
401
$41.9K ﹤0.01%
538
402
$41.5K ﹤0.01%
2,000
403
$41.3K ﹤0.01%
171
+46
404
$41.1K ﹤0.01%
9,700
405
$41.1K ﹤0.01%
110
-57
406
$40.6K ﹤0.01%
969
407
$40K ﹤0.01%
275
+136
408
$39.6K ﹤0.01%
2,015
409
$39.5K ﹤0.01%
314
410
$39.4K ﹤0.01%
562
+482
411
$39.4K ﹤0.01%
+681
412
$39.4K ﹤0.01%
370
-1,040
413
$39.3K ﹤0.01%
1,800
-1,800
414
$39.3K ﹤0.01%
259
415
$39.2K ﹤0.01%
224
+128
416
$38.2K ﹤0.01%
1,509
-1,040
417
$38.1K ﹤0.01%
1,750
418
$38.1K ﹤0.01%
1,127
-36
419
$37.5K ﹤0.01%
515
420
$37.5K ﹤0.01%
178
+146
421
$37.1K ﹤0.01%
565
-18
422
$36.7K ﹤0.01%
291
423
$36.7K ﹤0.01%
95
+11
424
$36.6K ﹤0.01%
207
-12
425
$36.6K ﹤0.01%
1,458
15 16
17
18 19