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 | |
|---|---|---|---|---|---|---|---|
| $1.26K | 0% | 21 | New | +$1.26K | |||
| $1.25K | 0% | 15 +12 | +400% | +$1K | |||
| $1.22K | 0% | 22 | New | +$1.22K | |||
| $1.2K | 0% | 25 | – | – | |||
| $1.17K | 0% | 18 | New | +$1.17K | |||
| $1.13K | 0% | 9 | New | +$1.13K | |||
| $1.12K | 0% | 59 | – | – | |||
| $1.11K | 0% | 18 | New | +$1.11K | |||
| $1.1K | 0% | 12 +7 | +140% | +$644 | |||
| $1.06K | 0% | 24 | New | +$1.06K | |||
| $1.06K | 0% | 54 | – | – | |||
| $1.06K | 0% | 21 | New | +$1.06K | |||
| $1.05K | 0% | 11 | New | +$1.05K | |||
| $1.03K | 0% | 8 | – | – | |||
| $1.01K | 0% | 22 | New | +$1.01K | |||
| $1.01K | 0% | 6 +3 | +100% | +$503 | |||
| $986 | 0% | 13 +10 | +333% | +$758 | |||
| $983 | 0% | 80 | New | +$983 | |||
| $979 | 0% | 32 | New | +$979 | |||
| $972 | 0% | 27 | New | +$972 | |||
| $945 | 0% | 7 | New | +$945 | |||
| $940 | 0% | 20 | – | – | |||
| $931 | 0% | 50 | – | – | |||
| $883 | 0% | 20 | – | – | |||
| $881 | 0% | 38 | – | – |
