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
$108M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$515K
3
+$450K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$314K
5
WFC icon
Wells Fargo
WFC
+$206K

Top Sells

1
+$1.38M
2
+$869K
3
+$349K
4
INTC icon
Intel
INTC
+$149K
5
PGX icon
Invesco Preferred ETF
PGX
+$139K

Sector Composition

1 Energy 19.69%
2 Technology 4.55%
3 Financials 4.37%
4 Consumer Discretionary 2.22%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$114K 0.11%
4,000
77
$110K 0.1%
3,341
78
$107K 0.1%
3,336
-56
79
$102K 0.09%
3,590
80
$100K 0.09%
738
+255
81
$99K 0.09%
505
+158
82
$93K 0.09%
1,956
+636
83
$88K 0.08%
1,991
84
$88K 0.08%
800
85
$87K 0.08%
2,988
+1,494
86
$86K 0.08%
1,540
87
$84K 0.08%
950
+475
88
$84K 0.08%
7,200
+3,600
89
$82K 0.08%
2,000
90
$80K 0.07%
1,500
91
$79K 0.07%
378
+150
92
$78K 0.07%
2,026
93
$75K 0.07%
1,738
-220
94
$75K 0.07%
1,739
95
$74K 0.07%
1,200
96
$71K 0.07%
582
97
$70K 0.07%
1,706
+25
98
$70K 0.07%
841
+108
99
$69K 0.06%
1,366
-158
100
$68K 0.06%
607
+227
2 3
4
5 6