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
751
$6.62K ﹤0.01%
49
-6
752
$6.57K ﹤0.01%
63
-132
753
$6.54K ﹤0.01%
13
-6
754
$6.41K ﹤0.01%
+369
755
$6.38K ﹤0.01%
239
756
$6.32K ﹤0.01%
20
757
$6.31K ﹤0.01%
+479
758
$6.24K ﹤0.01%
171
759
$6.21K ﹤0.01%
+404
760
$6.21K ﹤0.01%
+17
761
$6.16K ﹤0.01%
171
762
$6.13K ﹤0.01%
116
-27
763
$6.12K ﹤0.01%
571
+15
764
$6.11K ﹤0.01%
121
+48
765
$5.99K ﹤0.01%
113
+23
766
$5.98K ﹤0.01%
+78
767
$5.97K ﹤0.01%
73
768
$5.97K ﹤0.01%
75
769
$5.96K ﹤0.01%
44
+29
770
$5.86K ﹤0.01%
26
-25
771
$5.82K ﹤0.01%
35
772
$5.81K ﹤0.01%
53
773
$5.8K ﹤0.01%
100
-18
774
$5.79K ﹤0.01%
18
-26
775
$5.72K ﹤0.01%
+15
29 30
31
32 33