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
751
$161 ﹤0.01%
+10
752
$161 ﹤0.01%
+2
753
$160 ﹤0.01%
8
754
$160 ﹤0.01%
4
-560
755
$160 ﹤0.01%
+1
756
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2
-244
757
$159 ﹤0.01%
+2
758
$158 ﹤0.01%
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761
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+4
762
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763
$155 ﹤0.01%
2
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764
$154 ﹤0.01%
+7
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$154 ﹤0.01%
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766
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767
$154 ﹤0.01%
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$154 ﹤0.01%
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769
$153 ﹤0.01%
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$152 ﹤0.01%
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772
$150 ﹤0.01%
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773
$147 ﹤0.01%
11
774
$147 ﹤0.01%
13
-1,318
775
$145 ﹤0.01%
+2
29 30
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32 33