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
101
$338K 0.05%
9,591
+30
102
$336K 0.05%
1,589
-346
103
$334K 0.05%
3,987
+6
104
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1,041
-35
105
$316K 0.04%
10,794
106
$309K 0.04%
1,256
-195
107
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4,158
-1,544
108
$304K 0.04%
2,105
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109
$302K 0.04%
3,423
+23
110
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1,279
-16
111
$284K 0.04%
619
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112
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15,814
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113
$280K 0.04%
939
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114
$279K 0.04%
1,880
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115
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3,178
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116
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117
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118
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119
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106
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120
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121
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122
$251K 0.04%
627
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123
$250K 0.04%
7,546
124
$246K 0.03%
1,185
-126
125
$235K 0.03%
3,009
3 4
5
6 7