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
451
$5.58K ﹤0.01%
100
452
$5.53K ﹤0.01%
592
+90
453
$5.32K ﹤0.01%
161
454
$5.3K ﹤0.01%
32
455
$5.3K ﹤0.01%
+523
456
$5.27K ﹤0.01%
30
+10
457
$5.2K ﹤0.01%
27
+1
458
$5.19K ﹤0.01%
75
459
$5.12K ﹤0.01%
150
-75
460
$5.1K ﹤0.01%
90
-115
461
$5.02K ﹤0.01%
62
-742
462
$5.01K ﹤0.01%
62
-674
463
$4.95K ﹤0.01%
111
464
$4.93K ﹤0.01%
50
465
$4.88K ﹤0.01%
15
-172
466
$4.86K ﹤0.01%
38
467
$4.84K ﹤0.01%
40
-100
468
$4.81K ﹤0.01%
25
-325
469
$4.81K ﹤0.01%
200
470
$4.77K ﹤0.01%
75
-1,249
471
$4.75K ﹤0.01%
37
-182
472
$4.67K ﹤0.01%
343
473
$4.61K ﹤0.01%
158
474
$4.6K ﹤0.01%
56
-498
475
$4.54K ﹤0.01%
90
17 18
19
20 21