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
876
$1.67K ﹤0.01%
14
-23
877
$1.67K ﹤0.01%
80
878
$1.6K ﹤0.01%
8
-6
879
$1.56K ﹤0.01%
12
-15
880
$1.52K ﹤0.01%
+50
881
$1.48K ﹤0.01%
1,095
882
$1.47K ﹤0.01%
+46
883
$1.26K ﹤0.01%
67
884
$1.25K ﹤0.01%
+7
885
$1.24K ﹤0.01%
+30
886
$1.22K ﹤0.01%
25
887
$1.18K ﹤0.01%
24
888
$1.17K ﹤0.01%
105
889
$1.13K ﹤0.01%
+25
890
$1.08K ﹤0.01%
58
891
$1.06K ﹤0.01%
+30
892
$1.05K ﹤0.01%
16
893
$1.03K ﹤0.01%
8
894
$1.01K ﹤0.01%
1,016
895
$995 ﹤0.01%
20
896
$969 ﹤0.01%
23
+5
897
$879 ﹤0.01%
99
898
$860 ﹤0.01%
5
-2
899
$778 ﹤0.01%
19
-826
900
$769 ﹤0.01%
+17
34 35
36
37 38