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
$228M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.88M
3
+$967K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$759K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$521K

Top Sells

1
+$1.55M
2
+$1.31M
3
+$821K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$721K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$448K

Sector Composition

1 Communication Services 36.66%
2 Energy 7.07%
3 Technology 3.06%
4 Financials 2.27%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$704K 0.31%
18,736
27
$693K 0.3%
7,500
-640
28
$620K 0.27%
7,649
+380
29
$576K 0.25%
4,431
-1,924
30
$535K 0.23%
1,810
+1,763
31
$511K 0.22%
3,666
+5
32
$498K 0.22%
3,045
33
$495K 0.22%
2,187
-287
34
$470K 0.21%
12,454
+2,438
35
$407K 0.18%
4,387
-135
36
$406K 0.18%
6,890
37
$394K 0.17%
4,182
-1,093
38
$391K 0.17%
5,840
-3,320
39
$369K 0.16%
4,046
40
$354K 0.15%
10,794
41
$340K 0.15%
9,690
42
$338K 0.15%
1,646
-739
43
$293K 0.13%
5,260
+78
44
$292K 0.13%
4,816
-168
45
$280K 0.12%
3,039
46
$277K 0.12%
1,940
47
$260K 0.11%
799
48
$247K 0.11%
3,444
49
$247K 0.11%
6,639
+73
50
$233K 0.1%
+1,307
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