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
251
$81.3K 0.01%
4,153
252
$81.1K 0.01%
2,170
253
$80.3K 0.01%
355
-65
254
$80K 0.01%
720
255
$80K 0.01%
2,984
+2,454
256
$79.4K 0.01%
322
+2
257
$76.3K 0.01%
6,970
258
$76.2K 0.01%
313
-28
259
$75.9K 0.01%
1,203
+12
260
$75.8K 0.01%
335
+1
261
$75.4K 0.01%
2,092
262
$75K 0.01%
585
-195
263
$73.9K 0.01%
811
264
$73.5K 0.01%
1,669
265
$72.3K 0.01%
215
266
$71.2K 0.01%
811
267
$71K 0.01%
1,101
-156
268
$70.7K 0.01%
2,229
+654
269
$70.4K 0.01%
+858
270
$70.1K 0.01%
3,830
271
$70K 0.01%
1,461
-151
272
$68.7K 0.01%
469
+400
273
$68.6K 0.01%
1,321
+6
274
$68K 0.01%
350
+25
275
$67.8K 0.01%
3,653
-930
9 10
11
12 13