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
201
$101K 0.01%
1,250
202
$101K 0.01%
1,132
+5
203
$100K 0.01%
540
-402
204
$99.6K 0.01%
791
-406
205
$98.5K 0.01%
1,451
206
$96.7K 0.01%
4,517
207
$95.9K 0.01%
1,342
+3
208
$95.1K 0.01%
3,830
209
$94.8K 0.01%
3,528
+265
210
$93.4K 0.01%
330
211
$93.1K 0.01%
899
-1,236
212
$89.6K 0.01%
630
+45
213
$88.4K 0.01%
811
-1,090
214
$87.3K 0.01%
1,133
-85
215
$86.4K 0.01%
2,373
-547
216
$85.4K 0.01%
3,466
+18
217
$83.6K 0.01%
1,845
-487
218
$82.5K 0.01%
4,153
219
$82.5K 0.01%
1,439
220
$82.3K 0.01%
677
-15
221
$81.8K 0.01%
2,170
222
$81.6K 0.01%
1,134
223
$81K 0.01%
1,406
224
$80.1K 0.01%
320
+7
225
$79.5K 0.01%
186
+1
7 8
9
10 11