CA
Crewe Advisors Portfolio holdings
AUM $712M
AUM
$712M
AUM Growth
-$13.7M (-2%)
Cap. Flow
+$13.4M
Cap. Flow % of AUM
1.89%
Top 10 Holdings %Top 10 Hldgs %
60.79%
Holding
765
New
119
Increased
141
Reduced
110
Closed
49
Top Buys
| 1 | $9.63M | |
| 2 | $8.95M | |
| 3 | $2.83M | |
| 4 | $2.4M | |
| 5 | $2.1M |
Top Sells
| 1 | $7.59M | |
| 2 | $5.27M | |
| 3 | $4.56M | |
| 4 | $1.95M | |
| 5 | $872K |
Sector Composition
| 1 | Financials | 8.55% |
| 2 | Technology | 4.36% |
| 3 | Healthcare | 2.87% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Energy | 1.5% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.36K | 0% | 136 | – | – | |||
| $5.24K | 0% | 20 | – | – | |||
| $5.22K | 0% | 26 | New | +$5.22K | |||
| $5.16K | 0% | 111 | – | – | |||
| $5.09K | 0% | 63 | – | – | |||
| $5.09K | 0% | 70 | – | – | |||
| $5.06K | 0% | 61 | – | – | |||
| $5.04K | 0% | 83 +73 | +730% | +$4.43K | |||
| $4.88K | 0% | 200 | – | – | |||
| $4.86K | 0% | 63 | – | – | |||
| $4.85K | 0% | 84 +64 | +320% | +$3.69K | |||
| $4.82K | 0% | 100 | New | +$4.82K | |||
| $4.73K | 0% | 57 | – | – | |||
| $4.66K | 0% | 20 | New | +$4.66K | |||
| $4.39K | 0% | 100 | – | – | |||
| $4.39K | 0% | 100 | – | – | |||
| $4.38K | 0% | 45 +42 | +1,400% | +$4.09K | |||
| $4.33K | 0% | 141 +4 | +3% | +$123 | |||
| $4.27K | 0% | 25 | – | – | |||
| $4.23K | 0% | 250 | – | – | |||
| $4.2K | 0% | 87 +7 | +9% | +$338 | |||
| $4.08K | 0% | 5 | – | – | |||
| $4.04K | 0% | 11 | – | – | |||
| $4.01K | 0% | 979 | New | +$4.01K | |||
| $3.98K | 0% | 277 +7 | +3% | +$101 |
