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
126
$39K 0.02%
935
127
$36K 0.02%
326
128
$34K 0.01%
867
+78
129
$33K 0.01%
2,000
130
$31K 0.01%
278
131
$31K 0.01%
605
132
$31K 0.01%
242
133
$31K 0.01%
140
134
$30K 0.01%
2,800
135
$29K 0.01%
+284
136
$29K 0.01%
180
137
$29K 0.01%
1,316
-85
138
$28K 0.01%
221
+25
139
$27K 0.01%
+438
140
$26K 0.01%
185
141
$26K 0.01%
300
142
$25K 0.01%
3,600
143
$24K 0.01%
+197
144
$24K 0.01%
1,200
145
$23K 0.01%
+16
146
$23K 0.01%
+209
147
$23K 0.01%
388
+153
148
$23K 0.01%
+16
149
$23K 0.01%
375
150
$22K 0.01%
+436
4 5
6
7 8