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
426
$36.4K ﹤0.01%
918
+35
427
$36.2K ﹤0.01%
404
428
$36.1K ﹤0.01%
+368
429
$36K ﹤0.01%
129
+101
430
$35.7K ﹤0.01%
260
431
$35.3K ﹤0.01%
43
+24
432
$35.1K ﹤0.01%
921
+216
433
$35.1K ﹤0.01%
228
-10
434
$34.8K ﹤0.01%
231
435
$34.7K ﹤0.01%
113
+79
436
$34.7K ﹤0.01%
+398
437
$34.7K ﹤0.01%
293
+135
438
$34.7K ﹤0.01%
155
+56
439
$34.6K ﹤0.01%
+117
440
$34.5K ﹤0.01%
643
-178
441
$34.5K ﹤0.01%
+250
442
$34.4K ﹤0.01%
68
443
$34.1K ﹤0.01%
88
+67
444
$34.1K ﹤0.01%
973
-162
445
$33.9K ﹤0.01%
+210
446
$33.7K ﹤0.01%
160
+80
447
$33.5K ﹤0.01%
400
-315
448
$33.1K ﹤0.01%
370
449
$33.1K ﹤0.01%
180
450
$33.1K ﹤0.01%
319
+46
16 17
18
19 20