CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
-26.23%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$168M
AUM Growth
-$60.9M
(-27%)
Cap. Flow
+$3.31M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
79.51%
Holding
271
New
9
Increased
18
Reduced
53
Closed
78
Top Buys
| 1 |
Adaptive Biotechnologies
ADPT
|
$2.58M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.22M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.54M |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
$859K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$761K |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.66M |
| 2 |
Apple
AAPL
|
$844K |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$831K |
| 4 |
Amazon
AMZN
|
$304K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$286K |
Sector Composition
| 1 | Communication Services | 31.83% |
| 2 | Energy | 5.79% |
| 3 | Technology | 3.25% |
| 4 | Financials | 2.13% |
| 5 | Healthcare | 1.9% |
