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
526
$23.3K ﹤0.01%
128
+94
527
$23.2K ﹤0.01%
590
+100
528
$23K ﹤0.01%
203
-7
529
$22.8K ﹤0.01%
+128
530
$22.6K ﹤0.01%
457
+325
531
$22.4K ﹤0.01%
174
+127
532
$22.4K ﹤0.01%
115
533
$22.2K ﹤0.01%
421
+293
534
$22K ﹤0.01%
+128
535
$21.8K ﹤0.01%
+164
536
$21.7K ﹤0.01%
+115
537
$21.7K ﹤0.01%
493
538
$21.5K ﹤0.01%
290
-36
539
$21.5K ﹤0.01%
+340
540
$21.3K ﹤0.01%
2,800
541
$21.2K ﹤0.01%
269
+250
542
$21.2K ﹤0.01%
199
-31
543
$21.1K ﹤0.01%
+112
544
$21K ﹤0.01%
888
545
$20.8K ﹤0.01%
253
+186
546
$20.8K ﹤0.01%
623
547
$20.6K ﹤0.01%
250
548
$20.5K ﹤0.01%
177
+127
549
$20.5K ﹤0.01%
285
550
$20.3K ﹤0.01%
385
20 21
22
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