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
$712M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$1.69M
3
+$1.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M

Top Sells

1
+$3.14M
2
+$2.4M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$816K

Sector Composition

1 Healthcare 18.8%
2 Financials 6.68%
3 Technology 5.76%
4 Consumer Discretionary 3.41%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$538K 0.08%
5,496
-1,309
77
$518K 0.07%
2,037
78
$484K 0.07%
13,205
-1,172
79
$467K 0.07%
5,205
+40
80
$457K 0.06%
1,376
+1
81
$456K 0.06%
3,434
+12
82
$454K 0.06%
2,010
-192
83
$433K 0.06%
3,208
-1,225
84
$424K 0.06%
962
-262
85
$422K 0.06%
4,723
-872
86
$413K 0.06%
1,085
+20
87
$412K 0.06%
3,364
88
$411K 0.06%
1,000
-29
89
$401K 0.06%
59,738
90
$398K 0.06%
18,580
+1,000
91
$393K 0.06%
22,818
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92
$388K 0.05%
720
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93
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4,796
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94
$376K 0.05%
8,848
+3,658
95
$375K 0.05%
139
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96
$365K 0.05%
1,061
97
$362K 0.05%
771
-173
98
$356K 0.05%
2,642
-665
99
$353K 0.05%
6,732
-672
100
$352K 0.05%
2,125
-526
2 3
4
5 6