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
551
$20.2K ﹤0.01%
350
552
$20.2K ﹤0.01%
212
+148
553
$19.8K ﹤0.01%
425
554
$19.8K ﹤0.01%
106
+79
555
$19.7K ﹤0.01%
+241
556
$19.6K ﹤0.01%
75
557
$19.4K ﹤0.01%
448
+359
558
$19.2K ﹤0.01%
231
-120
559
$19.2K ﹤0.01%
340
560
$19.2K ﹤0.01%
63
+41
561
$19K ﹤0.01%
35
-43
562
$19K ﹤0.01%
738
563
$18.8K ﹤0.01%
71
+53
564
$18.6K ﹤0.01%
261
-34
565
$18.5K ﹤0.01%
62
566
$18.5K ﹤0.01%
38
-11
567
$18.5K ﹤0.01%
+321
568
$18.4K ﹤0.01%
340
569
$18.3K ﹤0.01%
123
+94
570
$18.2K ﹤0.01%
262
571
$18K ﹤0.01%
254
572
$18K ﹤0.01%
82
+53
573
$17.9K ﹤0.01%
789
574
$17.9K ﹤0.01%
197
575
$17.9K ﹤0.01%
+147
21 22
23
24 25