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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$240K 0.1%
786
52
$238K 0.1%
6,182
53
$229K 0.09%
1,050
-53
54
$227K 0.09%
4,225
-7
55
$224K 0.09%
11,060
-190
56
$221K 0.09%
3,794
57
$218K 0.09%
6,191
-30
58
$210K 0.08%
587
+60
59
$204K 0.08%
2,849
+45
60
$197K 0.08%
8,360
61
$195K 0.08%
2,223
-234
62
$195K 0.08%
1,361
-1
63
$194K 0.08%
2,000
64
$184K 0.07%
750
+15
65
$182K 0.07%
3,406
66
$181K 0.07%
10,794
-380
67
$174K 0.07%
1,204
68
$173K 0.07%
668
+223
69
$169K 0.07%
363
+43
70
$163K 0.07%
7,519
-2,677
71
$155K 0.06%
10,192
72
$151K 0.06%
68
+11
73
$151K 0.06%
2,218
+75
74
$144K 0.06%
5,111
-45
75
$143K 0.06%
1,491
-1,752
1 2
3
4 5