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
$892M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$3.4M
3
+$3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.35M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.68M

Top Sells

1
+$1.65M
2
+$950K
3
+$689K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$682K
5
ANET icon
Arista Networks
ANET
+$627K

Sector Composition

1 Healthcare 18.49%
2 Technology 7.48%
3 Financials 6.62%
4 Energy 2.89%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$157K 0.02%
2,495
-9
202
$157K 0.02%
1,196
-556
203
$157K 0.02%
2,045
+655
204
$156K 0.02%
198
-25
205
$155K 0.02%
5,265
+296
206
$154K 0.02%
960
207
$153K 0.02%
1,875
208
$152K 0.02%
710
-14
209
$152K 0.02%
1,110
-565
210
$152K 0.02%
1,349
-140
211
$150K 0.02%
1,563
212
$150K 0.02%
2,544
213
$149K 0.02%
9,943
214
$149K 0.02%
4,386
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215
$148K 0.02%
851
-142
216
$146K 0.02%
5,298
+1,012
217
$146K 0.02%
583
-65
218
$146K 0.02%
910
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219
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322
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220
$145K 0.02%
1,197
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221
$144K 0.02%
1,009
+616
222
$143K 0.02%
850
-35
223
$143K 0.02%
785
224
$142K 0.02%
1,473
+154
225
$138K 0.02%
888
-1
7 8
9
10 11