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
$228M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.88M
3
+$967K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$759K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$521K

Top Sells

1
+$1.55M
2
+$1.31M
3
+$821K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$721K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$448K

Sector Composition

1 Communication Services 36.66%
2 Energy 7.07%
3 Technology 3.06%
4 Financials 2.27%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$63K 0.03%
1,000
102
$62K 0.03%
4,482
-7,694
103
$60K 0.03%
400
104
$58K 0.03%
2,657
105
$58K 0.03%
440
106
$57K 0.02%
1,513
-100
107
$57K 0.02%
720
108
$56K 0.02%
3,000
+1,000
109
$55K 0.02%
492
-840
110
$53K 0.02%
220
111
$52K 0.02%
134
112
$51K 0.02%
1,043
113
$49K 0.02%
8,360
114
$48K 0.02%
1,792
-4,040
115
$48K 0.02%
1,077
116
$48K 0.02%
470
-144
117
$46K 0.02%
498
118
$45K 0.02%
270
119
$45K 0.02%
475
120
$45K 0.02%
474
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121
$44K 0.02%
891
122
$43K 0.02%
195
-655
123
$43K 0.02%
495
124
$41K 0.02%
766
125
$39K 0.02%
1,000
3 4
5
6 7