CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
+35.44%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$205M
AUM Growth
+$37.1M
(+22%)
Cap. Flow
-$21M
Cap. Flow
% of AUM
-10.27%
Top 10 Holdings %
Top 10 Hldgs %
78.77%
Holding
238
New
45
Increased
35
Reduced
29
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$1.51M |
| 2 |
Invesco Preferred ETF
PGX
|
$1.1M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$703K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$642K |
| 5 |
Vanguard Extended Market ETF
VXF
|
$495K |
Top Sells
Sector Composition
| 1 | Communication Services | 31.08% |
| 2 | Energy | 5.82% |
| 3 | Technology | 4.38% |
| 4 | Financials | 2.47% |
| 5 | Healthcare | 2.25% |
