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
$118M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.6M
3
+$1.08M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$944K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$736K

Top Sells

1
+$823K
2
+$646K
3
+$380K
4
ALTA
Altabancorp
ALTA
+$357K
5
WFC icon
Wells Fargo
WFC
+$208K

Sector Composition

1 Energy 18.14%
2 Technology 5.97%
3 Financials 4.25%
4 Consumer Discretionary 1.76%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K 0.01%
+58
202
$7K 0.01%
75
-150
203
$7K 0.01%
+92
204
$7K 0.01%
+750
205
$7K 0.01%
106
206
$6K 0.01%
90
-90
207
$6K 0.01%
+109
208
$6K 0.01%
250
-250
209
$6K 0.01%
50
210
$5K ﹤0.01%
500
211
$5K ﹤0.01%
105
212
$5K ﹤0.01%
250
213
$5K ﹤0.01%
200
214
$5K ﹤0.01%
866
215
$4K ﹤0.01%
158
216
$4K ﹤0.01%
132
-498
217
$4K ﹤0.01%
75
-282
218
$4K ﹤0.01%
233
219
$4K ﹤0.01%
280
220
$4K ﹤0.01%
72
-272
221
$4K ﹤0.01%
50
222
$3K ﹤0.01%
27
223
$3K ﹤0.01%
+54
224
$3K ﹤0.01%
23
225
$3K ﹤0.01%
34
-130
7 8
9
10 11