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
526
$2.34K ﹤0.01%
29
527
$2.31K ﹤0.01%
111
-258
528
$2.21K ﹤0.01%
74
529
$2.2K ﹤0.01%
131
530
$2.18K ﹤0.01%
26
531
$2.08K ﹤0.01%
17
-159
532
$2.02K ﹤0.01%
9
-54
533
$2K ﹤0.01%
30
-465
534
$2K ﹤0.01%
14
535
$1.99K ﹤0.01%
30
536
$1.99K ﹤0.01%
6
-53
537
$1.98K ﹤0.01%
19
+6
538
$1.96K ﹤0.01%
64
539
$1.95K ﹤0.01%
27
-263
540
$1.91K ﹤0.01%
5
-60
541
$1.82K ﹤0.01%
45
542
$1.79K ﹤0.01%
+47
543
$1.77K ﹤0.01%
52
544
$1.75K ﹤0.01%
+12
545
$1.67K ﹤0.01%
13
-272
546
$1.66K ﹤0.01%
42
547
$1.61K ﹤0.01%
36
+8
548
$1.59K ﹤0.01%
73
+6
549
$1.53K ﹤0.01%
10
-215
550
$1.53K ﹤0.01%
271
20 21
22
23 24