Crewe Advisors LLC
CIK Number: 0001730033
711.56M
Market Value
579
# of Holdings
8 months
Avg. Holding Period
27.52%
Win Rate
25.46%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 585.56 | -0.02% | 180.24K | +9.80% | 106.1M | 403.93 | 14.63% |
| 2 | SPY | SPDR S&P 500 ET... | 582.71 | -0.03% | 96.89K | -0.89% | 56.79M | 314.02 | 7.83% |
| 3 | IJH | iShares Core S&... | 59.66 | -0.16% | 814.39K | +7.83% | 50.74M | 47.59 | 7.00% |
| 4 | BRK-A | Berkshire Hatha... | 755378.06 | -0.79% | 53 | -5.36% | 36.09M | 406470 | 4.98% |
| 5 | IEFA | iShares Core MS... | 81.67 | -0.1% | 480.79K | +148.97% | 33.79M | 66.91 | 4.66% |
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