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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.4M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.35M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.68M

Top Sells

1
+$1.65M
2
+$950K
3
+$689K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$682K
5
ANET icon
Arista Networks
ANET
+$627K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$374K 0.04%
3,662
+219
127
$373K 0.04%
3,754
-55
128
$370K 0.04%
8,974
+1,472
129
$367K 0.04%
1,720
-56
130
$366K 0.04%
834
+104
131
$364K 0.04%
3,931
+20
132
$359K 0.04%
9,947
+18
133
$356K 0.04%
3,891
-32
134
$353K 0.04%
4,988
-270
135
$347K 0.04%
2,172
+230
136
$332K 0.04%
3,641
-1,755
137
$328K 0.04%
5,517
+306
138
$312K 0.04%
10,192
139
$309K 0.03%
985
-28
140
$307K 0.03%
19,966
-4,034
141
$299K 0.03%
905
+627
142
$295K 0.03%
15,380
143
$292K 0.03%
1,467
+126
144
$287K 0.03%
3,655
+13
145
$281K 0.03%
2,773
+349
146
$279K 0.03%
3,227
+449
147
$274K 0.03%
4,325
+1,287
148
$269K 0.03%
1,553
+642
149
$268K 0.03%
1,254
-315
150
$261K 0.03%
2,690
-36
4 5
6
7 8