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
101
$64K 0.05%
1,200
-166
102
$64K 0.05%
500
-500
103
$63K 0.05%
817
104
$62K 0.05%
1,052
105
$61K 0.05%
979
+32
106
$60K 0.05%
427
107
$57K 0.05%
3,900
108
$56K 0.05%
598
109
$56K 0.05%
1,500
110
$55K 0.05%
328
-51
111
$55K 0.05%
492
-115
112
$54K 0.05%
200
113
$54K 0.05%
137
114
$54K 0.05%
1,000
115
$54K 0.05%
220
-80
116
$52K 0.04%
1,087
-7,951
117
$52K 0.04%
741
118
$50K 0.04%
650
-175
119
$50K 0.04%
3,600
-3,600
120
$49K 0.04%
918
121
$48K 0.04%
233
-65
122
$47K 0.04%
440
123
$47K 0.04%
833
+187
124
$47K 0.04%
1,494
-1,494
125
$46K 0.04%
220
3 4
5
6 7