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
$712M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$1.69M
3
+$1.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M

Top Sells

1
+$3.14M
2
+$2.4M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$816K

Sector Composition

1 Healthcare 18.8%
2 Financials 6.68%
3 Technology 5.76%
4 Consumer Discretionary 3.41%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.14%
199,746
52
$953K 0.13%
3,320
-403
53
$944K 0.13%
5,417
-280
54
$937K 0.13%
1,916
-230
55
$922K 0.13%
12,019
+9
56
$818K 0.11%
19,340
-7,300
57
$818K 0.11%
46,848
+2,724
58
$791K 0.11%
6,642
-319
59
$786K 0.11%
13,022
-400
60
$784K 0.11%
4,761
61
$750K 0.11%
3,405
-33
62
$745K 0.1%
5,122
-461
63
$740K 0.1%
1,419
+247
64
$740K 0.1%
3,503
65
$725K 0.1%
2,729
+299
66
$702K 0.1%
3,936
67
$671K 0.09%
1,707
+292
68
$662K 0.09%
4,950
-268
69
$641K 0.09%
19,028
-5,829
70
$626K 0.09%
4,207
71
$618K 0.09%
9,661
-1,406
72
$598K 0.08%
6,890
+310
73
$558K 0.08%
6,445
-23
74
$557K 0.08%
3,427
-370
75
$540K 0.08%
1,123
-394
1 2
3
4 5