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
126
$46K 0.04%
799
127
$46K 0.04%
1,077
128
$46K 0.04%
134
129
$44K 0.04%
+3,910
130
$43K 0.04%
2,357
131
$43K 0.04%
720
132
$43K 0.04%
+1,050
133
$42K 0.04%
1,808
-540
134
$42K 0.04%
1,536
135
$41K 0.03%
260
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136
$40K 0.03%
475
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137
$40K 0.03%
400
138
$39K 0.03%
476
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139
$39K 0.03%
1,250
140
$38K 0.03%
1,760
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141
$37K 0.03%
1,156
142
$36K 0.03%
766
143
$35K 0.03%
75
144
$35K 0.03%
326
145
$34K 0.03%
250
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146
$32K 0.03%
2,240
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147
$31K 0.03%
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148
$31K 0.03%
700
149
$30K 0.03%
1,401
150
$29K 0.02%
15
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4 5
6
7 8