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
$108M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$515K
3
+$450K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$314K
5
WFC icon
Wells Fargo
WFC
+$206K

Top Sells

1
+$1.38M
2
+$869K
3
+$349K
4
INTC icon
Intel
INTC
+$149K
5
PGX icon
Invesco Preferred ETF
PGX
+$139K

Sector Composition

1 Energy 19.69%
2 Technology 4.55%
3 Financials 4.37%
4 Consumer Discretionary 2.22%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.2%
3,976
52
$210K 0.2%
4,000
+2,000
53
$200K 0.19%
1,080
-20
54
$197K 0.18%
3,444
55
$191K 0.18%
786
56
$187K 0.17%
2,900
57
$179K 0.17%
7,381
58
$175K 0.16%
1,000
+500
59
$155K 0.14%
940
60
$147K 0.14%
2,648
61
$139K 0.13%
1,675
62
$136K 0.13%
3,977
-84
63
$136K 0.13%
860
64
$135K 0.13%
438
-10
65
$132K 0.12%
3,499
66
$130K 0.12%
1,216
+56
67
$128K 0.12%
581
68
$128K 0.12%
2,584
-3,000
69
$126K 0.12%
932
70
$121K 0.11%
1,425
71
$120K 0.11%
1,160
72
$119K 0.11%
845
73
$118K 0.11%
5,260
74
$116K 0.11%
1,089
75
$116K 0.11%
822
+157
1 2
3
4 5