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
701
$9.71K ﹤0.01%
102
702
$9.68K ﹤0.01%
149
703
$9.62K ﹤0.01%
+59
704
$9.6K ﹤0.01%
+141
705
$9.55K ﹤0.01%
251
706
$9.54K ﹤0.01%
333
707
$9.51K ﹤0.01%
685
+26
708
$9.4K ﹤0.01%
150
-600
709
$9.28K ﹤0.01%
+213
710
$9.23K ﹤0.01%
+580
711
$9.15K ﹤0.01%
62
-22
712
$9.15K ﹤0.01%
66
713
$9.05K ﹤0.01%
147
-52
714
$8.96K ﹤0.01%
44
715
$8.93K ﹤0.01%
90
716
$8.9K ﹤0.01%
+219
717
$8.9K ﹤0.01%
254
718
$8.82K ﹤0.01%
+182
719
$8.77K ﹤0.01%
113
-47
720
$8.73K ﹤0.01%
179
721
$8.65K ﹤0.01%
476
-168
722
$8.59K ﹤0.01%
450
723
$8.41K ﹤0.01%
791
-6
724
$8.35K ﹤0.01%
32
-48
725
$8.26K ﹤0.01%
30
27 28
29
30 31