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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$61K 0.02%
1,221
-202
127
$60K 0.02%
773
-140
128
$59K 0.02%
305
-18
129
$58K 0.02%
539
+30
130
$58K 0.02%
220
-21
131
$57K 0.02%
483
132
$56K 0.02%
1,077
133
$56K 0.02%
250
134
$55K 0.02%
2,472
+1,444
135
$54K 0.02%
935
136
$54K 0.02%
340
+290
137
$54K 0.02%
338
-36
138
$51K 0.02%
220
-74
139
$51K 0.02%
2,495
-484
140
$51K 0.02%
292
-21
141
$51K 0.02%
+400
142
$50K 0.02%
730
143
$50K 0.02%
3,800
-1,120
144
$48K 0.02%
1,460
+160
145
$48K 0.02%
+1,321
146
$46K 0.02%
891
147
$45K 0.02%
171
148
$43K 0.02%
+2,826
149
$39K 0.02%
1,200
150
$39K 0.02%
370
4 5
6
7 8