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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$941K 0.38%
4,060
-173
27
$856K 0.34%
3,831
-385
28
$759K 0.3%
4,254
29
$694K 0.28%
13,669
+7,137
30
$693K 0.28%
4,207
31
$593K 0.24%
14,389
-2,928
32
$525K 0.21%
2,699
-353
33
$482K 0.19%
3,794
-79
34
$423K 0.17%
1,547
+592
35
$393K 0.16%
4,287
-74
36
$385K 0.15%
1,863
37
$381K 0.15%
10,350
+2,072
38
$380K 0.15%
1,009
-4
39
$362K 0.14%
+10,000
40
$351K 0.14%
9,690
-172
41
$333K 0.13%
1,838
+37
42
$332K 0.13%
4,761
43
$311K 0.12%
6,931
+3,565
44
$301K 0.12%
3,266
45
$293K 0.12%
1,370
+600
46
$277K 0.11%
2,389
47
$276K 0.11%
3,580
-60
48
$266K 0.11%
3,040
+320
49
$252K 0.1%
2,097
+1,307
50
$243K 0.1%
3,080
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