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
501
$3.33K ﹤0.01%
18
502
$3.3K ﹤0.01%
100
503
$3.19K ﹤0.01%
1,412
504
$3.18K ﹤0.01%
54
+4
505
$3.15K ﹤0.01%
100
506
$3.15K ﹤0.01%
14
-177
507
$3.1K ﹤0.01%
99
-1,164
508
$3.04K ﹤0.01%
116
509
$3.03K ﹤0.01%
35
510
$2.95K ﹤0.01%
417
511
$2.92K ﹤0.01%
25
512
$2.88K ﹤0.01%
11
513
$2.81K ﹤0.01%
7
514
$2.78K ﹤0.01%
59
+43
515
$2.77K ﹤0.01%
330
516
$2.64K ﹤0.01%
84
517
$2.62K ﹤0.01%
2
-26
518
$2.48K ﹤0.01%
20
-44
519
$2.44K ﹤0.01%
13
-322
520
$2.44K ﹤0.01%
+108
521
$2.4K ﹤0.01%
11
-196
522
$2.4K ﹤0.01%
63
523
$2.39K ﹤0.01%
40
+24
524
$2.39K ﹤0.01%
43
-155
525
$2.36K ﹤0.01%
15
-160
19 20
21
22 23