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 | |
|---|---|---|---|---|---|---|---|
| $3.89K | 0% | 30 | New | +$3.89K | |||
| $3.82K | 0% | 87 | New | +$3.82K | |||
| $3.73K | 0% | 18 | – | – | |||
| $3.72K | 0% | 412 +23 | +6% | +$208 | |||
| $3.72K | 0% | 14,700 | – | – | |||
| $3.64K | 0% | 100 | – | – | |||
| $3.54K | 0% | 274 +247 | +915% | +$3.19K | |||
| $3.52K | 0% | 29 | – | – | |||
| $3.48K | 0% | 68 | New | +$3.48K | |||
| $3.43K | 0% | 82 | New | +$3.43K | |||
| $3.43K | 0% | 41 | New | +$3.43K | |||
| $3.38K | 0% | 231 +4 | +2% | +$58 | |||
| $3.37K | 0% | 89 | New | +$3.37K | |||
| $3.36K | 0% | 313 -15 | -5% | -$161 | |||
| $3.35K | 0% | 143 | New | +$3.35K | |||
| $3.35K | 0% | 201 -3 | -1% | -$50 | |||
| $3.34K | 0% | 79 | New | +$3.34K | |||
| $3.26K | 0% | 39 | New | +$3.26K | |||
| $3.25K | 0% | 147 +42 | +40% | +$927 | |||
| $3.21K | 0% | 20 | New | +$3.21K | |||
| $3.12K | 0% | 100 | New | +$3.12K | |||
| $3.03K | 0% | 200 | New | +$3.03K | |||
| $2.98K | 0% | 70 | – | – | |||
| $2.95K | 0% | 56 | New | +$2.95K | |||
| $2.94K | 0% | 83 | New | +$2.94K |
