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
$712M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$1.69M
3
+$1.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M

Top Sells

1
+$3.14M
2
+$2.4M
3
+$2.21M
4
AMZN icon
Amazon
AMZN
+$1.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$816K

Sector Composition

1 Healthcare 18.8%
2 Financials 6.68%
3 Technology 5.76%
4 Consumer Discretionary 3.41%
5 Energy 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$136K 0.02%
792
-128
177
$136K 0.02%
7,200
178
$135K 0.02%
2,246
-146
179
$133K 0.02%
785
-198
180
$132K 0.02%
15,848
+14
181
$132K 0.02%
2,161
-1,106
182
$126K 0.02%
608
183
$125K 0.02%
2,661
+15
184
$120K 0.02%
483
185
$120K 0.02%
1,860
-530
186
$118K 0.02%
1,614
-1,264
187
$117K 0.02%
1,875
188
$116K 0.02%
255
-64
189
$115K 0.02%
1,850
190
$114K 0.02%
1,543
-180
191
$111K 0.02%
2,143
-329
192
$111K 0.02%
1,119
-72
193
$109K 0.02%
2,111
-432
194
$108K 0.02%
1,075
-203
195
$107K 0.02%
666
-830
196
$107K 0.02%
7,266
197
$106K 0.01%
1,345
198
$105K 0.01%
1,390
199
$104K 0.01%
1,852
-491
200
$102K 0.01%
2,050
-261
6 7
8
9 10