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
201
$20K 0.01%
1,000
202
$20K 0.01%
596
-972
203
$20K 0.01%
+2,500
204
$20K 0.01%
60
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205
$19K 0.01%
107
-6
206
$19K 0.01%
1,351
207
$19K 0.01%
165
-16
208
$19K 0.01%
570
209
$18K 0.01%
+1,400
210
$18K 0.01%
431
-35
211
$18K 0.01%
490
-21
212
$18K 0.01%
+972
213
$18K 0.01%
120
-6
214
$17K 0.01%
144
215
$17K 0.01%
191
-30
216
$17K 0.01%
150
217
$16K 0.01%
405
218
$16K 0.01%
235
-103
219
$16K 0.01%
452
220
$16K 0.01%
79
221
$15K 0.01%
241
-16
222
$15K 0.01%
15
+3
223
$15K 0.01%
1,350
224
$15K 0.01%
306
-17
225
$14K 0.01%
330
-60
7 8
9
10 11