CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
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
201
$4K ﹤0.01%
+41
202
$4K ﹤0.01%
36
203
$4K ﹤0.01%
233
204
$4K ﹤0.01%
+58
205
$4K ﹤0.01%
52
+2
206
$4K ﹤0.01%
+51
207
$4K ﹤0.01%
+75
208
$3K ﹤0.01%
+87
209
$3K ﹤0.01%
13
-228
210
$3K ﹤0.01%
23
211
$3K ﹤0.01%
+14
212
$3K ﹤0.01%
+20
213
$3K ﹤0.01%
+84
214
$3K ﹤0.01%
+50
215
$3K ﹤0.01%
+26
216
$3K ﹤0.01%
+51
217
$3K ﹤0.01%
+59
218
$3K ﹤0.01%
+73
219
$3K ﹤0.01%
+51
220
$3K ﹤0.01%
+47
221
$3K ﹤0.01%
+29
222
$3K ﹤0.01%
+32
223
$3K ﹤0.01%
+220
224
$3K ﹤0.01%
+41
225
$3K ﹤0.01%
27
7 8
9
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