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
$108M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$515K
3
+$450K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$314K
5
WFC icon
Wells Fargo
WFC
+$206K

Top Sells

1
+$1.38M
2
+$869K
3
+$349K
4
INTC icon
Intel
INTC
+$149K
5
PGX icon
Invesco Preferred ETF
PGX
+$139K

Sector Composition

1 Energy 19.69%
2 Technology 4.55%
3 Financials 4.37%
4 Consumer Discretionary 2.22%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 15.47%
131,779
-6,870
2
$14.7M 13.62%
54,082
+1,158
3
$13.7M 12.68%
50,010
+1,886
4
$11M 10.2%
349,840
+38,193
5
$7.25M 6.73%
20,408
-311
6
$3.06M 2.84%
18,666
-2,134
7
$2.89M 2.68%
62,392
+1,184
8
$2.47M 2.29%
169,680
-9,572
9
$2.33M 2.16%
17,573
+221
10
$2.04M 1.89%
80,256
+4
11
$1.46M 1.36%
8,510
12
$1.41M 1.31%
33,461
+4,654
13
$1.35M 1.26%
12,693
+21
14
$1.17M 1.09%
30,055
+11,540
15
$1.11M 1.03%
13,373
16
$960K 0.89%
4,016
+1
17
$791K 0.73%
8,024
-14,000
18
$765K 0.71%
9,800
19
$700K 0.65%
6,355
-473
20
$621K 0.58%
27,165
21
$603K 0.56%
7,100
+960
22
$556K 0.52%
1,421
+250
23
$554K 0.51%
5,665
24
$540K 0.5%
4,948
-573
25
$526K 0.49%
10,956
-1,292
1
2 3 4 5