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
$118M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.6M
3
+$1.08M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$944K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$736K

Top Sells

1
+$823K
2
+$646K
3
+$380K
4
ALTA
Altabancorp
ALTA
+$357K
5
WFC icon
Wells Fargo
WFC
+$208K

Sector Composition

1 Energy 18.14%
2 Technology 5.97%
3 Financials 4.25%
4 Consumer Discretionary 1.76%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$544K 0.46%
5,041
+93
27
$522K 0.44%
10,956
28
$494K 0.42%
1,321
-100
29
$487K 0.41%
17,732
30
$479K 0.41%
27,135
-30
31
$469K 0.4%
+6,890
32
$465K 0.39%
10,555
+1,477
33
$442K 0.37%
3,914
34
$425K 0.36%
4,835
-409
35
$418K 0.35%
+10,794
36
$415K 0.35%
5,141
-13
37
$390K 0.33%
1,048
38
$382K 0.32%
2,323
+494
39
$382K 0.32%
7,376
-2,132
40
$349K 0.3%
3,092
41
$332K 0.28%
6,139
+80
42
$332K 0.28%
3,394
43
$324K 0.27%
4,046
+116
44
$320K 0.27%
5,300
-460
45
$317K 0.27%
6,544
-196
46
$296K 0.25%
16,561
+1,314
47
$286K 0.24%
9,690
48
$282K 0.24%
104,171
-32,675
49
$275K 0.23%
+6,566
50
$226K 0.19%
5,396
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