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
251
$9.38K ﹤0.01%
431
+10
252
$9.37K ﹤0.01%
450
253
$9.37K ﹤0.01%
100
254
$9.18K ﹤0.01%
500
255
$8.89K ﹤0.01%
998
-11
256
$8.68K ﹤0.01%
101
+1
257
$8.61K ﹤0.01%
70
258
$8.43K ﹤0.01%
299
259
$8.4K ﹤0.01%
+400
260
$8.37K ﹤0.01%
251
261
$8.27K ﹤0.01%
335
262
$8.1K ﹤0.01%
110
263
$7.8K ﹤0.01%
19
-11
264
$7.8K ﹤0.01%
791
265
$7.6K ﹤0.01%
132
266
$7.44K ﹤0.01%
38
267
$7.38K ﹤0.01%
116
+100
268
$7.35K ﹤0.01%
100
269
$7.15K ﹤0.01%
5,540
270
$6.9K ﹤0.01%
+20
271
$6.9K ﹤0.01%
+50
272
$6.87K ﹤0.01%
90
273
$6.78K ﹤0.01%
75
-100
274
$6.75K ﹤0.01%
605
+13
275
$6.69K ﹤0.01%
125
9 10
11
12 13