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
901
$767 ﹤0.01%
18
-50
902
$712 ﹤0.01%
+20
903
$665 ﹤0.01%
16
+5
904
$655 ﹤0.01%
25
905
$647 ﹤0.01%
+46
906
$621 ﹤0.01%
+24
907
$621 ﹤0.01%
30
908
$572 ﹤0.01%
+55
909
$567 ﹤0.01%
+9
910
$561 ﹤0.01%
+30
911
$556 ﹤0.01%
57
-23
912
$553 ﹤0.01%
21
913
$537 ﹤0.01%
+9
914
$520 ﹤0.01%
+30
915
$511 ﹤0.01%
85
916
$504 ﹤0.01%
2
917
$500 ﹤0.01%
5
-2,165
918
$490 ﹤0.01%
12
+1
919
$484 ﹤0.01%
+3
920
$428 ﹤0.01%
26
921
$426 ﹤0.01%
6
922
$372 ﹤0.01%
38
-202
923
$356 ﹤0.01%
6
924
$329 ﹤0.01%
+7
925
$302 ﹤0.01%
10
35 36
37
38 39