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
826
$4.21K ﹤0.01%
21
827
$4.16K ﹤0.01%
43
828
$4.14K ﹤0.01%
56
-39
829
$4.14K ﹤0.01%
+51
830
$4.14K ﹤0.01%
100
831
$4.14K ﹤0.01%
41
832
$4.13K ﹤0.01%
100
833
$4.12K ﹤0.01%
250
834
$4.11K ﹤0.01%
30
835
$4.08K ﹤0.01%
13
836
$4.08K ﹤0.01%
+33
837
$3.99K ﹤0.01%
+1,114
838
$3.94K ﹤0.01%
+26
839
$3.88K ﹤0.01%
100
840
$3.85K ﹤0.01%
+21
841
$3.76K ﹤0.01%
20
+2
842
$3.65K ﹤0.01%
124
843
$3.62K ﹤0.01%
18
844
$3.61K ﹤0.01%
7
845
$3.46K ﹤0.01%
54
846
$3.46K ﹤0.01%
23
+7
847
$3.38K ﹤0.01%
25
848
$3.34K ﹤0.01%
35
849
$3.28K ﹤0.01%
896
+50
850
$3.27K ﹤0.01%
25
32 33
34
35 36