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
576
$1.02K ﹤0.01%
25
577
$1.02K ﹤0.01%
34
578
$1.02K ﹤0.01%
+40
579
$1.02K ﹤0.01%
20
580
$1.02K ﹤0.01%
16
-222
581
$1.02K ﹤0.01%
+46
582
$1.01K ﹤0.01%
11
-68
583
$980 ﹤0.01%
+22
584
$977 ﹤0.01%
25
585
$967 ﹤0.01%
+7
586
$967 ﹤0.01%
100
587
$952 ﹤0.01%
+10
588
$952 ﹤0.01%
+13
589
$936 ﹤0.01%
99
590
$914 ﹤0.01%
+7
591
$876 ﹤0.01%
521
592
$858 ﹤0.01%
50
593
$848 ﹤0.01%
17
-286
594
$848 ﹤0.01%
15
595
$831 ﹤0.01%
8
596
$815 ﹤0.01%
+26
597
$811 ﹤0.01%
2
-147
598
$808 ﹤0.01%
+10
599
$789 ﹤0.01%
7
-85
600
$771 ﹤0.01%
23
-360
22 23
24
25 26