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
776
$5.72K ﹤0.01%
+118
777
$5.72K ﹤0.01%
100
778
$5.72K ﹤0.01%
90
779
$5.71K ﹤0.01%
+89
780
$5.64K ﹤0.01%
812
+687
781
$5.62K ﹤0.01%
300
782
$5.51K ﹤0.01%
+240
783
$5.51K ﹤0.01%
194
784
$5.43K ﹤0.01%
+76
785
$5.41K ﹤0.01%
55
-83
786
$5.33K ﹤0.01%
14
787
$5.31K ﹤0.01%
71
788
$5.26K ﹤0.01%
112
+50
789
$5.24K ﹤0.01%
61
790
$5.22K ﹤0.01%
11
+4
791
$5.21K ﹤0.01%
71
792
$5.19K ﹤0.01%
70
-29
793
$5.18K ﹤0.01%
28
794
$5.17K ﹤0.01%
19
795
$5.12K ﹤0.01%
147
-135
796
$5.11K ﹤0.01%
111
797
$5.11K ﹤0.01%
140
798
$5.07K ﹤0.01%
46
-83
799
$5.04K ﹤0.01%
154
+100
800
$4.92K ﹤0.01%
+96
30 31
32
33 34