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
$228M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$1.88M
3
+$967K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$759K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$521K

Top Sells

1
+$1.55M
2
+$1.31M
3
+$821K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$721K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$448K

Sector Composition

1 Communication Services 36.66%
2 Energy 7.07%
3 Technology 3.06%
4 Financials 2.27%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12K 0.01%
137
+40
177
$11K ﹤0.01%
300
178
$11K ﹤0.01%
+73
179
$11K ﹤0.01%
131
180
$11K ﹤0.01%
500
181
$10K ﹤0.01%
+93
182
$10K ﹤0.01%
68
+35
183
$10K ﹤0.01%
+8,074
184
$9K ﹤0.01%
75
185
$9K ﹤0.01%
+173
186
$9K ﹤0.01%
120
187
$6K ﹤0.01%
+72
188
$6K ﹤0.01%
+94
189
$6K ﹤0.01%
108
190
$5K ﹤0.01%
+161
191
$5K ﹤0.01%
37
-131
192
$5K ﹤0.01%
+29
193
$5K ﹤0.01%
+199
194
$5K ﹤0.01%
+47
195
$4K ﹤0.01%
158
196
$4K ﹤0.01%
+13
197
$4K ﹤0.01%
+40
198
$4K ﹤0.01%
+62
199
$4K ﹤0.01%
+63
200
$4K ﹤0.01%
+145
6 7
8
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