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
$118M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.6M
3
+$1.08M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$944K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$736K

Top Sells

1
+$823K
2
+$646K
3
+$380K
4
ALTA
Altabancorp
ALTA
+$357K
5
WFC icon
Wells Fargo
WFC
+$208K

Sector Composition

1 Energy 18.14%
2 Technology 5.97%
3 Financials 4.25%
4 Consumer Discretionary 1.76%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.19%
111
-11
52
$219K 0.19%
3,976
53
$209K 0.18%
8,242
+861
54
$208K 0.18%
786
55
$203K 0.17%
3,039
+139
56
$202K 0.17%
3,444
57
$181K 0.15%
3,438
-3,953
58
$173K 0.15%
1,050
-30
59
$167K 0.14%
23,800
-28,200
60
$167K 0.14%
+2,000
61
$166K 0.14%
940
62
$164K 0.14%
2,648
63
$151K 0.13%
675
+94
64
$141K 0.12%
860
65
$139K 0.12%
438
66
$138K 0.12%
5,837
-5,837
67
$137K 0.12%
3,977
68
$135K 0.11%
4,134
+798
69
$131K 0.11%
1,216
70
$130K 0.11%
3,499
71
$127K 0.11%
932
72
$127K 0.11%
1,160
73
$126K 0.11%
4,319
+319
74
$126K 0.11%
845
75
$125K 0.11%
5,260
1 2
3
4 5