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
76
$809K 0.09%
4,676
-26
77
$779K 0.09%
1,529
-523
78
$761K 0.09%
12,025
79
$759K 0.09%
4,761
80
$758K 0.09%
3,214
+96
81
$758K 0.09%
+45,537
82
$724K 0.08%
3,978
+96
83
$710K 0.08%
4,207
84
$705K 0.08%
10,458
+1,394
85
$668K 0.07%
10,113
+664
86
$637K 0.07%
19,760
+15,970
87
$622K 0.07%
157
+8
88
$620K 0.07%
2,007
89
$610K 0.07%
6,075
+28
90
$601K 0.07%
1,407
-20
91
$596K 0.07%
2,337
+834
92
$595K 0.07%
4,069
+163
93
$583K 0.07%
8,613
+908
94
$582K 0.07%
3,393
+199
95
$578K 0.06%
5,005
+968
96
$573K 0.06%
3,928
+257
97
$570K 0.06%
1,712
+57
98
$542K 0.06%
5,411
+38
99
$524K 0.06%
20,038
100
$523K 0.06%
896
-12
2 3
4
5 6