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
$578M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.8M
3
+$1.47M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.33M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.28M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$12.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M

Sector Composition

1 Healthcare 21.14%
2 Financials 6.03%
3 Technology 0.34%
4 Energy 0.3%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K ﹤0.01%
450
-3
227
$12.7K ﹤0.01%
366
+1
228
$12.6K ﹤0.01%
197
229
$12.5K ﹤0.01%
400
230
$11.9K ﹤0.01%
95
+3
231
$11.8K ﹤0.01%
470
-794
232
$11.8K ﹤0.01%
340
233
$11.7K ﹤0.01%
387
234
$11.6K ﹤0.01%
200
235
$11.6K ﹤0.01%
316
-4
236
$11.5K ﹤0.01%
475
237
$11.4K ﹤0.01%
80
238
$11.3K ﹤0.01%
398
239
$11.2K ﹤0.01%
+75
240
$11.1K ﹤0.01%
850
241
$11K ﹤0.01%
104
+100
242
$10.9K ﹤0.01%
130
243
$10.5K ﹤0.01%
285
244
$10.3K ﹤0.01%
100
245
$9.89K ﹤0.01%
+390
246
$9.67K ﹤0.01%
270
247
$9.57K ﹤0.01%
264
248
$9.54K ﹤0.01%
100
249
$9.48K ﹤0.01%
255
250
$9.46K ﹤0.01%
+179
8 9
10
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