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
$712M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$1.69M
3
+$1.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M

Top Sells

1
+$3.14M
2
+$2.4M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$816K

Sector Composition

1 Healthcare 18.8%
2 Financials 6.68%
3 Technology 5.76%
4 Consumer Discretionary 3.41%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.94M 0.69%
121,438
+24,624
27
$4.63M 0.65%
35,522
-10,103
28
$4.56M 0.64%
40,038
-593
29
$4.37M 0.61%
40,988
+14,283
30
$4.2M 0.59%
17,668
+358
31
$4.19M 0.59%
57,821
+948
32
$3.58M 0.5%
10,512
-67
33
$3.34M 0.47%
67,760
+15,475
34
$3M 0.42%
25,099
+2,290
35
$2.69M 0.38%
52,279
-7,207
36
$2.4M 0.34%
10,894
+1,407
37
$2.28M 0.32%
8,303
38
$2.23M 0.31%
92,064
-5,682
39
$2.07M 0.29%
19,283
-1,007
40
$1.67M 0.23%
16,760
-525
41
$1.52M 0.21%
25,817
+341
42
$1.5M 0.21%
37,941
+636
43
$1.45M 0.2%
17,148
+1,007
44
$1.38M 0.19%
16,568
-3,074
45
$1.36M 0.19%
8,979
-234
46
$1.36M 0.19%
29,352
-2,294
47
$1.29M 0.18%
11,170
+100
48
$1.19M 0.17%
6,872
-84
49
$1.18M 0.17%
3,805
-309
50
$1.12M 0.16%
20,162
+11,110
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