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
251
$5.13K ﹤0.01%
+20
252
$5K ﹤0.01%
75
253
$4.87K ﹤0.01%
90
254
$4.83K ﹤0.01%
+431
255
$4.82K ﹤0.01%
+77
256
$4.64K ﹤0.01%
28
257
$4.52K ﹤0.01%
250
258
$4.44K ﹤0.01%
+507
259
$4.39K ﹤0.01%
+71
260
$4.38K ﹤0.01%
556
261
$4.31K ﹤0.01%
+250
262
$4.28K ﹤0.01%
100
263
$4.23K ﹤0.01%
+215
264
$4.09K ﹤0.01%
+54
265
$3.79K ﹤0.01%
40
266
$3.76K ﹤0.01%
+404
267
$3.73K ﹤0.01%
+130
268
$3.61K ﹤0.01%
+215
269
$3.57K ﹤0.01%
+176
270
$3.5K ﹤0.01%
+27
271
$3.47K ﹤0.01%
+113
272
$3.37K ﹤0.01%
13
273
$3.33K ﹤0.01%
+154
274
$3.3K ﹤0.01%
104
275
$3.3K ﹤0.01%
100
9 10
11
12 13