CA
Crewe Advisors Portfolio holdings
AUM $712M
AUM
$712M
AUM Growth
-$13.7M (-2%)
Cap. Flow
+$13.4M
Cap. Flow % of AUM
1.89%
Top 10 Holdings %Top 10 Hldgs %
60.79%
Holding
765
New
119
Increased
141
Reduced
110
Closed
49
Top Buys
| 1 | $9.63M | |
| 2 | $8.95M | |
| 3 | $2.83M | |
| 4 | $2.4M | |
| 5 | $2.1M |
Top Sells
| 1 | $7.59M | |
| 2 | $5.27M | |
| 3 | $4.56M | |
| 4 | $1.95M | |
| 5 | $872K |
Sector Composition
| 1 | Financials | 8.55% |
| 2 | Technology | 4.36% |
| 3 | Healthcare | 2.87% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Energy | 1.5% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7.09K | 0% | 22 | – | – | |||
| $6.99K | 0% | 88 | – | – | |||
| $6.98K | 0% | 534 | – | – | |||
| $6.9K | 0% | 40 | New | +$6.9K | |||
| $6.89K | 0% | 791 | – | – | |||
| $6.86K | 0% | 92 | – | – | |||
| $6.56K | 0% | 160 | – | – | |||
| $6.48K | 0% | 51 -35 | -41% | -$4.45K | |||
| $6.43K | 0% | 66 | – | – | |||
| $6.19K | 0% | 79 | – | – | |||
| $6.12K | 0% | 163 +3 | +2% | +$113 | |||
| $6.06K | 0% | 956 | – | – | |||
| $6.01K | 0% | 630 | – | – | |||
| $5.94K | 0% | 90 | – | – | |||
| $5.8K | 0% | 75 | – | – | |||
| $5.8K | 0% | 52 | – | – | |||
| $5.79K | 0% | 25 | – | – | |||
| $5.73K | 0% | 158 | – | – | |||
| $5.56K | 0% | 1,945 | – | – | |||
| $5.56K | 0% | 45 -11 | -20% | -$1.36K | |||
| $5.55K | 0% | 347 | – | – | |||
| $5.47K | 0% | 29 | – | – | |||
| $5.43K | 0% | 250 | – | – | |||
| $5.4K | 0% | 161 | New | +$5.4K | |||
| $5.36K | 0% | 70 | New | +$5.36K |
