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
$686M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.77M
3
+$2.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.12M

Top Sells

1
+$6.8M
2
+$2.9M
3
+$969K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$474K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$464K

Sector Composition

1 Healthcare 20.53%
2 Financials 6.47%
3 Technology 5.45%
4 Consumer Discretionary 3.19%
5 Energy 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$103K 0.02%
7,266
+6,672
227
$103K 0.02%
1,250
-3
228
$102K 0.01%
219
-23
229
$101K 0.01%
1,218
-130
230
$100K 0.01%
+1,850
231
$97.7K 0.01%
3,263
+100
232
$96.1K 0.01%
15,834
233
$96.1K 0.01%
1,339
-88
234
$95.8K 0.01%
4,339
235
$95.6K 0.01%
2,803
+98
236
$95.4K 0.01%
1,741
-92
237
$95.1K 0.01%
1,127
-23
238
$91.7K 0.01%
3,681
+373
239
$89.9K 0.01%
400
240
$88.4K 0.01%
771
-89
241
$88K 0.01%
1,324
+75
242
$86.8K 0.01%
425
-188
243
$86.8K 0.01%
1,439
244
$85.9K 0.01%
236
-29
245
$85.7K 0.01%
1,063
-376
246
$85.6K 0.01%
1,800
-3,140
247
$84.5K 0.01%
3,448
248
$84.1K 0.01%
4,517
249
$83K 0.01%
1,406
250
$82.3K 0.01%
330
-36
8 9
10
11 12