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
$250M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$8.32M
3
+$3.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.5M

Top Sells

1
+$38.2M
2
+$998K
3
+$168K
4
XOM icon
Exxon Mobil
XOM
+$121K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$86K

Sector Composition

1 Communication Services 13.68%
2 Healthcare 10.97%
3 Technology 4.82%
4 Energy 4.16%
5 Consumer Discretionary 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28K 0.01%
1,316
177
$28K 0.01%
377
178
$27K 0.01%
878
-512
179
$27K 0.01%
1,556
180
$27K 0.01%
529
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181
$27K 0.01%
375
182
$26K 0.01%
515
183
$26K 0.01%
540
-133
184
$26K 0.01%
110
185
$26K 0.01%
299
186
$25K 0.01%
192
187
$25K 0.01%
8,074
188
$25K 0.01%
300
-172
189
$25K 0.01%
810
190
$24K 0.01%
88
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191
$24K 0.01%
358
192
$24K 0.01%
72
193
$23K 0.01%
+1,500
194
$22K 0.01%
360
195
$22K 0.01%
517
196
$22K 0.01%
493
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197
$22K 0.01%
203
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198
$21K 0.01%
59
199
$21K 0.01%
135
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200
$21K 0.01%
148
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