CA

Crewe Advisors Portfolio holdings

AUM $712M
AUM
$712M
AUM Growth
-$13.7M
Cap. Flow
+$13.4M
Cap. Flow %
1.89%
Top 10 Hldgs %
60.79%
Holding
765
New
119
Increased
141
Reduced
110
Closed
49
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$4.59M0.64%23,500
$4.27M0.6%15,527
-4
-0%
-$1.1K
$4.18M0.59%92,251
$4.01M0.56%75,120
$3.93M0.55%38,256
-393
-1%
-$40.4K
$3.72M0.52%68,837
+2,339
+4%
+$126K
$2.9M0.41%6,217
-208
-3%
-$96.9K
$2.86M0.4%24,042
-2,392
-9%
-$284K
$2.64M0.37%20,426
$2.49M0.35%88,935
+494
+0.6%
+$13.8K
$2.47M0.35%6,853
-242
-3%
-$87.4K
$2.14M0.3%33,698
-330
-1%
-$21K
$1.93M0.27%33,737
+2,172
+7%
+$124K
$1.85M0.26%15,150
-1,347
-8%
-$164K
$1.78M0.25%172,002
$1.71M0.24%1,803
-29
-2%
-$27.4K
$1.59M0.22%25,727
+285
+1%
+$17.6K
$1.52M0.21%34,829
+55
+0.2%
+$2.4K
$1.51M0.21%199,746
$1.49M0.21%29,257
$1.47M0.21%5,102
$1.47M0.21%5,457
-66
-1%
-$17.8K
$1.44M0.2%6,990
-108
-2%
-$22.3K
$1.44M0.2%8,429
+30
+0.4%
+$5.11K
$1.32M0.19%5,113
+139
+3%
+$35.9K