CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$8.95M
3
+$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1
+$7.59M
2
+$5.27M
3
+$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$171K 0.02%
1,699
+7
152
$171K 0.02%
2,000
153
$169K 0.02%
540
154
$168K 0.02%
330
-348
155
$167K 0.02%
964
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156
$166K 0.02%
5,011
157
$163K 0.02%
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158
$162K 0.02%
5,730
+12
159
$161K 0.02%
3,506
160
$161K 0.02%
1,388
+1
161
$160K 0.02%
677
-23
162
$160K 0.02%
2,327
+1,777
163
$160K 0.02%
1,563
164
$157K 0.02%
1,361
165
$154K 0.02%
416
166
$150K 0.02%
2,100
167
$143K 0.02%
1,905
168
$141K 0.02%
1,740
169
$140K 0.02%
710
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170
$140K 0.02%
535
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171
$131K 0.02%
2,536
+2,027
172
$130K 0.02%
682
173
$129K 0.02%
694
174
$125K 0.02%
1,261
+28
175
$125K 0.02%
929
-204
5 6
7
8 9