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
$632M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.66M
3
+$2.35M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$830K

Top Sells

1
+$8.51M
2
+$3.54M
3
+$2.97M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.15M

Sector Composition

1 Healthcare 24.06%
2 Financials 5.63%
3 Industrials 0.62%
4 Materials 0.16%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.69K ﹤0.01%
90
227
$7.43K ﹤0.01%
659
+54
228
$7.41K ﹤0.01%
537
+133
229
$7.37K ﹤0.01%
+315
230
$7.36K ﹤0.01%
+50
231
$7.35K ﹤0.01%
347
+290
232
$7.32K ﹤0.01%
1,999
233
$7.19K ﹤0.01%
+348
234
$7.11K ﹤0.01%
+70
235
$6.98K ﹤0.01%
+54
236
$6.92K ﹤0.01%
+66
237
$6.9K ﹤0.01%
100
-1
238
$6.69K ﹤0.01%
+71
239
$6.55K ﹤0.01%
113
-12
240
$6.41K ﹤0.01%
63
+1
241
$6.23K ﹤0.01%
+55
242
$6.19K ﹤0.01%
20
243
$6.06K ﹤0.01%
+42
244
$5.84K ﹤0.01%
450
245
$5.8K ﹤0.01%
+91
246
$5.56K ﹤0.01%
100
-205
247
$5.55K ﹤0.01%
161
248
$5.37K ﹤0.01%
+147
249
$5.21K ﹤0.01%
53
250
$5.18K ﹤0.01%
111
8 9
10
11 12