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
$118M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.6M
3
+$1.08M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$944K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$736K

Top Sells

1
+$823K
2
+$646K
3
+$380K
4
ALTA
Altabancorp
ALTA
+$357K
5
WFC icon
Wells Fargo
WFC
+$208K

Sector Composition

1 Energy 18.14%
2 Technology 5.97%
3 Financials 4.25%
4 Consumer Discretionary 1.76%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$123K 0.1%
1,425
77
$122K 0.1%
2,584
78
$122K 0.1%
752
-70
79
$119K 0.1%
1,200
80
$118K 0.1%
3,341
81
$115K 0.1%
1,089
82
$105K 0.09%
3,590
83
$103K 0.09%
1,991
84
$100K 0.08%
2,000
-2,000
85
$95K 0.08%
425
-80
86
$94K 0.08%
618
-120
87
$93K 0.08%
1,656
-300
88
$92K 0.08%
1,540
89
$89K 0.08%
378
90
$86K 0.07%
800
91
$86K 0.07%
1,500
92
$85K 0.07%
1,738
93
$83K 0.07%
2,040
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94
$83K 0.07%
2,000
95
$77K 0.07%
2,026
96
$75K 0.06%
1,739
97
$75K 0.06%
582
98
$70K 0.06%
733
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99
$68K 0.06%
139
+75
100
$66K 0.06%
445
2 3
4
5 6