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 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
576
$17.7K ﹤0.01%
+368
577
$17.7K ﹤0.01%
236
+169
578
$17.7K ﹤0.01%
+70
579
$17.4K ﹤0.01%
+207
580
$17.3K ﹤0.01%
377
+351
581
$17K ﹤0.01%
381
+13
582
$16.9K ﹤0.01%
110
+83
583
$16.9K ﹤0.01%
+850
584
$16.8K ﹤0.01%
234
-971
585
$16.7K ﹤0.01%
41
+25
586
$16.7K ﹤0.01%
400
587
$16.6K ﹤0.01%
99
+74
588
$16.5K ﹤0.01%
86
+24
589
$16.4K ﹤0.01%
+70
590
$16.3K ﹤0.01%
30
591
$16.2K ﹤0.01%
300
+100
592
$16.1K ﹤0.01%
1,953
+1,842
593
$16.1K ﹤0.01%
187
+141
594
$16K ﹤0.01%
305
+224
595
$15.9K ﹤0.01%
231
+174
596
$15.7K ﹤0.01%
110
+85
597
$15.5K ﹤0.01%
245
598
$15.2K ﹤0.01%
328
599
$15.2K ﹤0.01%
277
600
$15.2K ﹤0.01%
63
+8