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
126
$47K 0.04%
1,077
127
$46K 0.04%
741
128
$46K 0.04%
325
+65
129
$45K 0.04%
561
+90
130
$43K 0.04%
720
131
$41K 0.04%
220
-138
132
$41K 0.04%
3,900
133
$41K 0.04%
1,536
134
$41K 0.04%
2,000
+1,000
135
$40K 0.04%
+1,200
136
$40K 0.04%
134
-9
137
$38K 0.04%
440
-310
138
$38K 0.04%
1,156
139
$37K 0.03%
75
140
$37K 0.03%
1,250
141
$37K 0.03%
400
142
$36K 0.03%
18
+1
143
$36K 0.03%
300
144
$35K 0.03%
326
145
$35K 0.03%
331
+90
146
$35K 0.03%
325
+1
147
$34K 0.03%
327
+45
148
$34K 0.03%
2,820
+580
149
$34K 0.03%
+360
150
$33K 0.03%
766
4 5
6
7 8