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
$108M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$515K
3
+$450K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$314K
5
WFC icon
Wells Fargo
WFC
+$206K

Top Sells

1
+$1.38M
2
+$869K
3
+$349K
4
INTC icon
Intel
INTC
+$149K
5
PGX icon
Invesco Preferred ETF
PGX
+$139K

Sector Composition

1 Energy 19.69%
2 Technology 4.55%
3 Financials 4.37%
4 Consumer Discretionary 2.22%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$519K 0.48%
14,780
-685
27
$493K 0.46%
9,508
28
$484K 0.45%
17,732
29
$423K 0.39%
9,038
-1,798
30
$420K 0.39%
5,154
-246
31
$413K 0.38%
5,244
-73
32
$408K 0.38%
3,914
-115
33
$399K 0.37%
7,391
+3,808
34
$395K 0.37%
6,059
35
$390K 0.36%
9,078
-117
36
$382K 0.35%
136,846
+68,423
37
$367K 0.34%
3,092
38
$357K 0.33%
10,000
39
$355K 0.33%
1,829
-20
40
$352K 0.33%
1,048
41
$325K 0.3%
5,760
+760
42
$315K 0.29%
3,394
43
$311K 0.29%
3,930
44
$308K 0.29%
52,000
+13,480
45
$300K 0.28%
6,740
46
$287K 0.27%
15,247
47
$257K 0.24%
11,674
+5,837
48
$247K 0.23%
122
+21
49
$247K 0.23%
9,690
50
$225K 0.21%
5,396
-244
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