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
151
$39K 0.02%
234
+25
152
$38K 0.02%
444
+175
153
$37K 0.01%
330
-60
154
$36K 0.01%
391
155
$36K 0.01%
326
156
$36K 0.01%
257
-24
157
$36K 0.01%
219
-2
158
$36K 0.01%
1,804
159
$35K 0.01%
91
-2
160
$34K 0.01%
766
-62
161
$34K 0.01%
+3,100
162
$34K 0.01%
537
-661
163
$34K 0.01%
+1,500
164
$34K 0.01%
214
-119
165
$34K 0.01%
776
+361
166
$33K 0.01%
299
-68
167
$33K 0.01%
380
168
$32K 0.01%
269
-30
169
$32K 0.01%
212
+44
170
$31K 0.01%
278
-68
171
$31K 0.01%
147
-26
172
$31K 0.01%
204
173
$30K 0.01%
245
-31
174
$29K 0.01%
637
175
$28K 0.01%
198
+20
5 6
7
8 9