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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.4M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.35M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.68M

Top Sells

1
+$1.65M
2
+$950K
3
+$689K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$682K
5
ANET icon
Arista Networks
ANET
+$627K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.19%
+28,697
52
$1.68M 0.19%
29,584
+6,652
53
$1.63M 0.18%
7,188
+26
54
$1.62M 0.18%
8,013
-989
55
$1.6M 0.18%
2,883
+278
56
$1.44M 0.16%
29,057
+535
57
$1.42M 0.16%
45,947
-5,903
58
$1.39M 0.16%
8,630
+420
59
$1.38M 0.15%
11,110
+291
60
$1.37M 0.15%
7,523
+637
61
$1.37M 0.15%
32,194
+3,880
62
$1.33M 0.15%
15,164
-7,156
63
$1.31M 0.15%
1,452
-79
64
$1.28M 0.14%
2,913
+191
65
$1.28M 0.14%
5,544
-51
66
$1.2M 0.13%
4,942
+662
67
$1.11M 0.12%
15,401
+118
68
$1.1M 0.12%
5,102
+205
69
$1.09M 0.12%
199,746
70
$998K 0.11%
46,617
+93
71
$991K 0.11%
11,199
+7,102
72
$924K 0.1%
6,547
-123
73
$913K 0.1%
3,058
+79
74
$883K 0.1%
1,597
-18
75
$878K 0.1%
9,964
+9,106
1 2
3
4 5