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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$137K 0.05%
3,163
+1,026
77
$136K 0.05%
+2,500
78
$131K 0.05%
1,571
79
$130K 0.05%
241
+1
80
$129K 0.05%
423
-27
81
$129K 0.05%
1,989
-142
82
$127K 0.05%
2,050
-305
83
$124K 0.05%
4,640
84
$122K 0.05%
1,136
-11
85
$121K 0.05%
997
86
$119K 0.05%
2,269
-343
87
$119K 0.05%
1,360
-140
88
$117K 0.05%
786
-33
89
$116K 0.05%
2,325
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90
$115K 0.05%
826
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91
$113K 0.05%
487
+76
92
$109K 0.04%
412
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93
$109K 0.04%
3,430
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94
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1,175
95
$107K 0.04%
483
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96
$106K 0.04%
2,124
+2,033
97
$100K 0.04%
492
98
$98K 0.04%
+6,970
99
$94K 0.04%
356
+149
100
$91K 0.04%
540
-32
2 3
4
5 6