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 | |
|---|---|---|---|---|---|---|---|
| $2.93K | 0% | 81 | New | +$2.93K | |||
| $2.9K | 0% | 131 | New | +$2.9K | |||
| $2.89K | 0% | 21 | New | +$2.89K | |||
| $2.88K | 0% | 32 | New | +$2.88K | |||
| $2.87K | 0% | 2 +1 | +100% | +$1.43K | |||
| $2.79K | 0% | 48 | New | +$2.79K | |||
| $2.78K | 0% | 28 +13 | +87% | +$1.29K | |||
| $2.75K | 0% | 131 | New | +$2.75K | |||
| $2.62K | 0% | 13 +11 | +550% | +$2.22K | |||
| $2.54K | 0% | 218 -21 | -9% | -$244 | |||
| $2.33K | 0% | 20 | – | – | |||
| $2.3K | 0% | 123 | New | +$2.3K | |||
| $2.29K | 0% | 67 | New | +$2.29K | |||
| $2.22K | 0% | 17 +13 | +325% | +$1.7K | |||
| $2.22K | 0% | 210 | – | – | |||
| $2.21K | 0% | 10 | New | +$2.21K | |||
| $2.17K | 0% | 27 | New | +$2.17K | |||
| $2.16K | 0% | 35 +25 | +250% | +$1.54K | |||
| $2.13K | 0% | 44 | New | +$2.13K | |||
| $2.09K | 0% | 143 | – | – | |||
| $2.03K | 0% | 4 | – | – | |||
| $1.86K | 0% | 1 | New | +$1.86K | |||
| $1.82K | 0% | 3 | New | +$1.82K | |||
| $1.81K | 0% | 15 | New | +$1.81K | |||
| $1.74K | 0% | 80 | – | – |
