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
626
$13.6K ﹤0.01%
411
627
$13.6K ﹤0.01%
221
+165
628
$13.5K ﹤0.01%
93
+59
629
$13.4K ﹤0.01%
305
630
$13.4K ﹤0.01%
340
631
$13.3K ﹤0.01%
+509
632
$13.2K ﹤0.01%
+136
633
$13.2K ﹤0.01%
125
-343
634
$13.2K ﹤0.01%
291
635
$13.1K ﹤0.01%
1,758
-1,376
636
$13.1K ﹤0.01%
302
+223
637
$13K ﹤0.01%
+186
638
$13K ﹤0.01%
311
639
$12.9K ﹤0.01%
386
640
$12.9K ﹤0.01%
257
+193
641
$12.9K ﹤0.01%
85
-33
642
$12.8K ﹤0.01%
164
-5
643
$12.8K ﹤0.01%
450
644
$12.7K ﹤0.01%
221
+66
645
$12.5K ﹤0.01%
129
646
$12.5K ﹤0.01%
512
647
$12.2K ﹤0.01%
142
-21
648
$12.2K ﹤0.01%
+315
649
$12.2K ﹤0.01%
164
+49
650
$12.2K ﹤0.01%
850
24 25
26
27 28