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
151
$22K 0.01%
+394
152
$21K 0.01%
147
+23
153
$20K 0.01%
311
154
$19K 0.01%
318
+54
155
$19K 0.01%
221
-40
156
$19K 0.01%
200
157
$19K 0.01%
1,000
158
$18K 0.01%
688
-399
159
$18K 0.01%
100
160
$18K 0.01%
3,910
161
$18K 0.01%
+15
162
$18K 0.01%
+161
163
$17K 0.01%
184
164
$17K 0.01%
+323
165
$16K 0.01%
185
166
$15K 0.01%
+116
167
$15K 0.01%
300
168
$15K 0.01%
810
-840
169
$15K 0.01%
112
170
$15K 0.01%
+271
171
$15K 0.01%
+223
172
$14K 0.01%
+112
173
$14K 0.01%
+274
174
$13K 0.01%
519
175
$13K 0.01%
490
5 6
7
8 9