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 | |
|---|---|---|---|---|---|---|---|
| $1.74K | 0% | 32 | – | – | |||
| $1.72K | 0% | 13 +4 | +44% | +$529 | |||
| $1.68K | 0% | 14 | New | +$1.68K | |||
| $1.63K | 0% | 48 | New | +$1.63K | |||
| $1.6K | 0% | 6 | New | +$1.6K | |||
| $1.6K | 0% | 10 | New | +$1.6K | |||
| $1.55K | 0% | 129 -40 | -24% | -$480 | |||
| $1.52K | 0% | 19 +15 | +375% | +$1.2K | |||
| $1.52K | 0% | 26 | New | +$1.52K | |||
| $1.46K | 0% | 39 | New | +$1.46K | |||
| $1.44K | 0% | 58 | New | +$1.44K | |||
| $1.39K | 0% | 19 | New | +$1.39K | |||
| $1.37K | 0% | 8 | New | +$1.37K | |||
| $1.37K | 0% | 15 -235 | -94% | -$21.4K | |||
| $1.37K | 0% | 33 | New | +$1.37K | |||
| $1.36K | 0% | 13 +11 | +550% | +$1.15K | |||
| $1.34K | 0% | 14 -4 | -22% | -$382 | |||
| $1.32K | 0% | 48 | New | +$1.32K | |||
| $1.3K | 0% | 47 | New | +$1.3K | |||
| $1.3K | 0% | 47 | – | – | |||
| $1.29K | 0% | 24 | – | – | |||
| $1.29K | 0% | 3 | New | +$1.29K | |||
| $1.28K | 0% | 12 | New | +$1.28K | |||
| $1.27K | 0% | 67 | – | – | |||
| $1.27K | 0% | 18 | – | – |
