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
651
$12.1K ﹤0.01%
154
652
$12.1K ﹤0.01%
179
+161
653
$12K ﹤0.01%
164
-38
654
$11.9K ﹤0.01%
597
655
$11.9K ﹤0.01%
55
+40
656
$11.7K ﹤0.01%
1,945
657
$11.7K ﹤0.01%
256
+192
658
$11.7K ﹤0.01%
+385
659
$11.6K ﹤0.01%
+325
660
$11.6K ﹤0.01%
+125
661
$11.5K ﹤0.01%
325
+238
662
$11.5K ﹤0.01%
692
-600
663
$11.4K ﹤0.01%
162
+119
664
$11.3K ﹤0.01%
+388
665
$11.3K ﹤0.01%
595
666
$11.3K ﹤0.01%
+150
667
$11.3K ﹤0.01%
200
668
$11.3K ﹤0.01%
+113
669
$11.2K ﹤0.01%
35
-27
670
$11.2K ﹤0.01%
+567
671
$11.1K ﹤0.01%
1,160
+28
672
$11.1K ﹤0.01%
73
-43
673
$11K ﹤0.01%
+30
674
$10.9K ﹤0.01%
37
675
$10.9K ﹤0.01%
+55
25 26
27
28 29