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
926
$276 ﹤0.01%
10
927
$243 ﹤0.01%
6
928
$203 ﹤0.01%
+5
929
$170 ﹤0.01%
8
930
$163 ﹤0.01%
10
931
$146 ﹤0.01%
8
932
$137 ﹤0.01%
110
933
$129 ﹤0.01%
3
934
$69 ﹤0.01%
7
935
$60 ﹤0.01%
3
936
$2 ﹤0.01%
1
937
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938
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939
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940
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941
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944
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945
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950
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36 37
38
39 40