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
851
$3.18K ﹤0.01%
+136
852
$3.13K ﹤0.01%
40
-58
853
$3.09K ﹤0.01%
+69
854
$3.01K ﹤0.01%
+22
855
$2.73K ﹤0.01%
+140
856
$2.72K ﹤0.01%
73
-200
857
$2.68K ﹤0.01%
+93
858
$2.64K ﹤0.01%
+136
859
$2.63K ﹤0.01%
+70
860
$2.55K ﹤0.01%
200
861
$2.52K ﹤0.01%
87
+69
862
$2.39K ﹤0.01%
92
+46
863
$2.38K ﹤0.01%
210
864
$2.33K ﹤0.01%
240
865
$2.27K ﹤0.01%
19
866
$2.24K ﹤0.01%
30
867
$2.17K ﹤0.01%
+29
868
$2.15K ﹤0.01%
100
869
$2.06K ﹤0.01%
+300
870
$2.02K ﹤0.01%
9
-25
871
$1.94K ﹤0.01%
47
-15
872
$1.92K ﹤0.01%
+32
873
$1.9K ﹤0.01%
32
+14
874
$1.85K ﹤0.01%
+4
875
$1.8K ﹤0.01%
9
-16
33 34
35
36 37