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
426
$8.19K ﹤0.01%
162
+117
427
$8.19K ﹤0.01%
251
428
$8.14K ﹤0.01%
90
429
$8.03K ﹤0.01%
41
-62
430
$7.91K ﹤0.01%
475
+50
431
$7.89K ﹤0.01%
791
-162
432
$7.85K ﹤0.01%
270
+135
433
$7.7K ﹤0.01%
38
+16
434
$7.62K ﹤0.01%
+132
435
$7.51K ﹤0.01%
51
-162
436
$7.14K ﹤0.01%
1,999
437
$7.03K ﹤0.01%
91
438
$7.01K ﹤0.01%
125
439
$6.75K ﹤0.01%
+107
440
$6.71K ﹤0.01%
500
441
$6.66K ﹤0.01%
80
442
$6.42K ﹤0.01%
2,000
443
$6.33K ﹤0.01%
+70
444
$6.25K ﹤0.01%
450
445
$5.85K ﹤0.01%
563
446
$5.81K ﹤0.01%
13
-78
447
$5.78K ﹤0.01%
307
+7
448
$5.75K ﹤0.01%
57
-205
449
$5.73K ﹤0.01%
90
450
$5.65K ﹤0.01%
64
-221
16 17
18
19 20