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
$308M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.72M
3
+$2.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.75M

Top Sells

1
+$30.6M
2
+$2.42M
3
+$448K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$434K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$196K

Sector Composition

1 Communication Services 52.55%
2 Energy 6.01%
3 Technology 2.84%
4 Financials 2.32%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
122
227
$7K ﹤0.01%
+40
228
$7K ﹤0.01%
+146
229
$7K ﹤0.01%
+50
230
$7K ﹤0.01%
56
-610
231
$7K ﹤0.01%
120
232
$6K ﹤0.01%
250
233
$6K ﹤0.01%
+72
234
$6K ﹤0.01%
90
235
$6K ﹤0.01%
55
236
$6K ﹤0.01%
+193
237
$5K ﹤0.01%
158
238
$5K ﹤0.01%
+211
239
$5K ﹤0.01%
223
240
$5K ﹤0.01%
510
241
$5K ﹤0.01%
+78
242
$5K ﹤0.01%
108
243
$4K ﹤0.01%
23
244
$4K ﹤0.01%
19
245
$4K ﹤0.01%
109
246
$4K ﹤0.01%
+121
247
$4K ﹤0.01%
326
248
$4K ﹤0.01%
26
249
$4K ﹤0.01%
75
250
$4K ﹤0.01%
72
8 9
10
11 12