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
501
$26.6K ﹤0.01%
297
+228
502
$26.5K ﹤0.01%
317
+219
503
$25.9K ﹤0.01%
338
+267
504
$25.9K ﹤0.01%
+822
505
$25.8K ﹤0.01%
554
506
$25.6K ﹤0.01%
205
507
$25.6K ﹤0.01%
+740
508
$25.6K ﹤0.01%
1,280
-60
509
$25.4K ﹤0.01%
234
510
$25.1K ﹤0.01%
2,173
-382
511
$25.1K ﹤0.01%
290
512
$25K ﹤0.01%
+104
513
$24.5K ﹤0.01%
189
+101
514
$24.5K ﹤0.01%
1,000
515
$24.3K ﹤0.01%
299
516
$24.3K ﹤0.01%
314
-29
517
$24.1K ﹤0.01%
198
+63
518
$23.8K ﹤0.01%
82
+59
519
$23.7K ﹤0.01%
348
+108
520
$23.6K ﹤0.01%
+90
521
$23.6K ﹤0.01%
681
522
$23.6K ﹤0.01%
+1,113
523
$23.5K ﹤0.01%
+241
524
$23.5K ﹤0.01%
167
+67
525
$23.4K ﹤0.01%
171
19 20
21
22 23