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
676
$10.8K ﹤0.01%
499
677
$10.7K ﹤0.01%
177
-113
678
$10.7K ﹤0.01%
526
+406
679
$10.7K ﹤0.01%
331
680
$10.6K ﹤0.01%
+409
681
$10.5K ﹤0.01%
100
682
$10.4K ﹤0.01%
253
683
$10.3K ﹤0.01%
24
+17
684
$10.2K ﹤0.01%
+50
685
$10.2K ﹤0.01%
394
-76
686
$10.2K ﹤0.01%
356
+263
687
$10.2K ﹤0.01%
87
688
$10.2K ﹤0.01%
264
689
$10.1K ﹤0.01%
46
+20
690
$10.1K ﹤0.01%
85
-23
691
$10.1K ﹤0.01%
+168
692
$10K ﹤0.01%
338
+311
693
$9.99K ﹤0.01%
+201
694
$9.97K ﹤0.01%
+155
695
$9.92K ﹤0.01%
+48
696
$9.9K ﹤0.01%
149
697
$9.86K ﹤0.01%
492
698
$9.86K ﹤0.01%
957
699
$9.84K ﹤0.01%
+129
700
$9.78K ﹤0.01%
95
-5
26 27
28
29 30