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
$108M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$515K
3
+$450K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$314K
5
WFC icon
Wells Fargo
WFC
+$206K

Top Sells

1
+$1.38M
2
+$869K
3
+$349K
4
INTC icon
Intel
INTC
+$149K
5
PGX icon
Invesco Preferred ETF
PGX
+$139K

Sector Composition

1 Energy 19.69%
2 Technology 4.55%
3 Financials 4.37%
4 Consumer Discretionary 2.22%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$20K 0.02%
700
177
$20K 0.02%
184
178
$19K 0.02%
+64
179
$19K 0.02%
84
-28
180
$19K 0.02%
630
181
$19K 0.02%
357
182
$19K 0.02%
727
-225
183
$18K 0.02%
380
184
$18K 0.02%
123
-233
185
$18K 0.02%
243
+121
186
$18K 0.02%
185
187
$17K 0.02%
+630
188
$17K 0.02%
+304
189
$17K 0.02%
300
190
$17K 0.02%
160
191
$16K 0.01%
200
192
$16K 0.01%
164
193
$15K 0.01%
81
-61
194
$15K 0.01%
465
195
$15K 0.01%
346
-805
196
$13K 0.01%
180
+90
197
$13K 0.01%
264
198
$13K 0.01%
311
199
$13K 0.01%
978
200
$12K 0.01%
250
6 7
8
9 10