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
151
$259K 0.03%
3,009
152
$253K 0.03%
2,428
-68
153
$253K 0.03%
6,156
-1,954
154
$250K 0.03%
1,000
-12
155
$249K 0.03%
1,979
-9
156
$248K 0.03%
10,000
157
$246K 0.03%
2,364
+1,263
158
$244K 0.03%
520
+3
159
$240K 0.03%
1,608
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160
$237K 0.03%
2,111
161
$237K 0.03%
791
162
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80
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163
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773
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164
$230K 0.03%
493
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165
$228K 0.03%
3,028
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166
$226K 0.03%
1,324
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167
$225K 0.03%
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169
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4,360
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170
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2,248
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171
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964
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172
$215K 0.02%
575
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173
$214K 0.02%
59,138
174
$212K 0.02%
3,830
175
$208K 0.02%
773
-140
5 6
7
8 9