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
101
$65K 0.06%
825
+315
102
$63K 0.06%
480
+280
103
$62K 0.06%
445
-338
104
$62K 0.06%
300
+149
105
$61K 0.06%
1,052
106
$60K 0.06%
494
-80
107
$60K 0.06%
1,012
+506
108
$59K 0.05%
427
109
$59K 0.05%
379
110
$59K 0.05%
947
111
$58K 0.05%
817
112
$58K 0.05%
298
-22
113
$55K 0.05%
1,000
114
$55K 0.05%
858
+45
115
$53K 0.05%
621
+347
116
$53K 0.05%
598
117
$52K 0.05%
2,357
118
$51K 0.05%
2,348
+540
119
$51K 0.05%
1,500
120
$50K 0.05%
1,210
+605
121
$49K 0.05%
200
122
$49K 0.05%
799
123
$49K 0.05%
918
124
$48K 0.04%
300
+150
125
$47K 0.04%
+137
3 4
5
6 7