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
476
$4.5K ﹤0.01%
8
-211
477
$4.49K ﹤0.01%
13
-128
478
$4.47K ﹤0.01%
19
479
$4.46K ﹤0.01%
+64
480
$4.35K ﹤0.01%
22
-30
481
$4.34K ﹤0.01%
28
+1
482
$4.3K ﹤0.01%
547
+18
483
$4.28K ﹤0.01%
100
-1,650
484
$4.24K ﹤0.01%
9
-21
485
$4.23K ﹤0.01%
250
486
$4.22K ﹤0.01%
23
-96
487
$4.21K ﹤0.01%
120
488
$4.15K ﹤0.01%
233
-3,420
489
$4.09K ﹤0.01%
100
490
$4K ﹤0.01%
41
-624
491
$3.92K ﹤0.01%
302
492
$3.83K ﹤0.01%
130
493
$3.77K ﹤0.01%
210
494
$3.54K ﹤0.01%
42
495
$3.51K ﹤0.01%
35
496
$3.51K ﹤0.01%
276
+174
497
$3.5K ﹤0.01%
14
-191
498
$3.48K ﹤0.01%
200
499
$3.45K ﹤0.01%
+75
500
$3.43K ﹤0.01%
98
18 19
20
21 22