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
251
$4K ﹤0.01%
866
252
$3K ﹤0.01%
+112
253
$3K ﹤0.01%
+36
254
$3K ﹤0.01%
84
-48
255
$3K ﹤0.01%
27
256
$3K ﹤0.01%
+36
257
$3K ﹤0.01%
115
258
$3K ﹤0.01%
233
259
$3K ﹤0.01%
+59
260
$3K ﹤0.01%
23
261
$2K ﹤0.01%
13
-200
262
$2K ﹤0.01%
+58
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$2K ﹤0.01%
9
264
$2K ﹤0.01%
+48
265
$2K ﹤0.01%
14
266
$2K ﹤0.01%
17
267
$2K ﹤0.01%
67
+32
268
$2K ﹤0.01%
+26
269
$2K ﹤0.01%
54
270
$2K ﹤0.01%
+47
271
$2K ﹤0.01%
+52
272
$2K ﹤0.01%
+95
273
$2K ﹤0.01%
+33
274
$2K ﹤0.01%
8
275
$1K ﹤0.01%
8
9 10
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12 13