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
801
$4.9K ﹤0.01%
+40
802
$4.84K ﹤0.01%
50
+38
803
$4.84K ﹤0.01%
23
804
$4.82K ﹤0.01%
+1,765
805
$4.79K ﹤0.01%
61
806
$4.75K ﹤0.01%
85
807
$4.74K ﹤0.01%
100
+59
808
$4.71K ﹤0.01%
+1,065
809
$4.71K ﹤0.01%
46
+12
810
$4.71K ﹤0.01%
18
811
$4.66K ﹤0.01%
45
812
$4.65K ﹤0.01%
+19
813
$4.64K ﹤0.01%
20
814
$4.58K ﹤0.01%
+80
815
$4.54K ﹤0.01%
+150
816
$4.46K ﹤0.01%
15
817
$4.44K ﹤0.01%
100
818
$4.4K ﹤0.01%
+18
819
$4.39K ﹤0.01%
55
820
$4.37K ﹤0.01%
+436
821
$4.36K ﹤0.01%
118
822
$4.36K ﹤0.01%
+183
823
$4.32K ﹤0.01%
+24
824
$4.31K ﹤0.01%
244
+175
825
$4.23K ﹤0.01%
68
31 32
33
34 35