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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.4M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.35M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.68M

Top Sells

1
+$1.65M
2
+$950K
3
+$689K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$682K
5
ANET icon
Arista Networks
ANET
+$627K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$29.7K ﹤0.01%
340
+252
477
$29.7K ﹤0.01%
4,869
-485
478
$29.4K ﹤0.01%
487
+8
479
$29.1K ﹤0.01%
+206
480
$28.7K ﹤0.01%
208
481
$28.7K ﹤0.01%
+421
482
$28.6K ﹤0.01%
242
+149
483
$28.5K ﹤0.01%
99
-35
484
$28.4K ﹤0.01%
+200
485
$28.4K ﹤0.01%
2,000
486
$28.1K ﹤0.01%
334
+261
487
$28.1K ﹤0.01%
1,470
488
$27.8K ﹤0.01%
68
+60
489
$27.7K ﹤0.01%
311
490
$27.6K ﹤0.01%
137
+127
491
$27.4K ﹤0.01%
+3,000
492
$27.4K ﹤0.01%
883
493
$27.4K ﹤0.01%
921
+20
494
$27.3K ﹤0.01%
123
+104
495
$26.9K ﹤0.01%
552
-18
496
$26.8K ﹤0.01%
290
497
$26.7K ﹤0.01%
112
-20
498
$26.7K ﹤0.01%
686
499
$26.6K ﹤0.01%
1,316
500
$26.6K ﹤0.01%
604
18 19
20
21 22