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
451
$33K ﹤0.01%
282
452
$32.5K ﹤0.01%
753
453
$32.4K ﹤0.01%
637
454
$32.3K ﹤0.01%
513
-66
455
$32.3K ﹤0.01%
1,122
456
$32.1K ﹤0.01%
60
+44
457
$32K ﹤0.01%
658
458
$32K ﹤0.01%
1,018
+856
459
$31.9K ﹤0.01%
378
-197
460
$31.8K ﹤0.01%
131
+76
461
$31.3K ﹤0.01%
1,147
462
$31.3K ﹤0.01%
482
463
$31.2K ﹤0.01%
157
+119
464
$31.1K ﹤0.01%
442
+215
465
$30.9K ﹤0.01%
80
466
$30.6K ﹤0.01%
93
+71
467
$30.5K ﹤0.01%
564
+280
468
$30.5K ﹤0.01%
29
469
$30.5K ﹤0.01%
226
+164
470
$30.4K ﹤0.01%
505
+314
471
$30.4K ﹤0.01%
1,822
+1,572
472
$30.4K ﹤0.01%
379
-7
473
$30.3K ﹤0.01%
604
474
$30.2K ﹤0.01%
170
+124
475
$29.7K ﹤0.01%
191
+143
17 18
19
20 21