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
$712M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$1.69M
3
+$1.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M

Top Sells

1
+$3.14M
2
+$2.4M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$816K

Sector Composition

1 Healthcare 18.8%
2 Financials 6.68%
3 Technology 5.76%
4 Consumer Discretionary 3.41%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$181K 0.03%
4,236
-791
152
$178K 0.03%
2,353
+253
153
$178K 0.02%
1,610
-1,181
154
$169K 0.02%
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155
$167K 0.02%
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156
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10,420
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157
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1,694
-363
158
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159
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160
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629
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161
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162
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163
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3,562
-7,666
164
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952
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165
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166
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169
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170
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171
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2,000
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172
$138K 0.02%
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173
$138K 0.02%
4,845
174
$138K 0.02%
9,943
175
$137K 0.02%
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-550
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7
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