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
151
$33K 0.03%
210
+30
152
$32K 0.03%
646
+270
153
$32K 0.03%
700
154
$31K 0.03%
528
+153
155
$29K 0.03%
1,401
156
$27K 0.03%
1,133
157
$27K 0.03%
140
158
$26K 0.02%
245
159
$26K 0.02%
511
160
$26K 0.02%
2,000
+500
161
$26K 0.02%
247
+123
162
$25K 0.02%
278
-260
163
$25K 0.02%
+180
164
$25K 0.02%
185
165
$23K 0.02%
350
166
$23K 0.02%
1,266
167
$23K 0.02%
830
168
$23K 0.02%
338
-165
169
$22K 0.02%
300
170
$22K 0.02%
311
-180
171
$22K 0.02%
+360
172
$21K 0.02%
225
-125
173
$21K 0.02%
178
174
$20K 0.02%
168
-257
175
$20K 0.02%
344
5 6
7
8 9