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
726
$7.98K ﹤0.01%
237
727
$7.89K ﹤0.01%
116
728
$7.84K ﹤0.01%
534
729
$7.8K ﹤0.01%
+91
730
$7.78K ﹤0.01%
300
+220
731
$7.59K ﹤0.01%
1
732
$7.59K ﹤0.01%
52
733
$7.5K ﹤0.01%
246
734
$7.48K ﹤0.01%
53
-99
735
$7.37K ﹤0.01%
5,540
736
$7.35K ﹤0.01%
42
737
$7.29K ﹤0.01%
98
+68
738
$7.24K ﹤0.01%
94
-148
739
$7.21K ﹤0.01%
+79
740
$7.19K ﹤0.01%
50
-172
741
$7.1K ﹤0.01%
+127
742
$7.05K ﹤0.01%
134
743
$6.96K ﹤0.01%
+48
744
$6.92K ﹤0.01%
164
745
$6.89K ﹤0.01%
129
+20
746
$6.86K ﹤0.01%
27
-28
747
$6.86K ﹤0.01%
511
-20
748
$6.83K ﹤0.01%
+200
749
$6.82K ﹤0.01%
46
750
$6.77K ﹤0.01%
210
28 29
30
31 32