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
$316M
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$203M
2
+$3.71M
3
+$2.53M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.44M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$1.06M
2
+$687K
3
+$487K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$309K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$151K

Sector Composition

1 Communication Services 64.76%
2 Energy 5.55%
3 Technology 1.7%
4 Financials 1.47%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.08%
4,808
+3,829
52
$239K 0.08%
1,824
-499
53
$234K 0.07%
5,396
54
$224K 0.07%
16,272
-289
55
$223K 0.07%
6,140
+1
56
$210K 0.07%
3,039
57
$205K 0.07%
3,444
58
$191K 0.06%
111
59
$185K 0.06%
3,976
60
$183K 0.06%
786
61
$172K 0.05%
7,982
-260
62
$166K 0.05%
2,000
63
$158K 0.05%
3,438
64
$150K 0.05%
940
65
$138K 0.04%
2,648
66
$130K 0.04%
950
-100
67
$122K 0.04%
4,654
+3,567
68
$122K 0.04%
4,319
69
$121K 0.04%
2,584
70
$119K 0.04%
1,160
71
$116K 0.04%
1,089
72
$116K 0.04%
1,425
73
$114K 0.04%
3,341
74
$113K 0.04%
675
75
$111K 0.04%
3,977
1 2
3
4 5