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
276
$67.6K 0.01%
918
277
$66.7K 0.01%
1,092
+1,069
278
$66.6K 0.01%
1,134
-42
279
$66K 0.01%
665
+388
280
$65.9K 0.01%
185
-71
281
$64K 0.01%
804
-438
282
$63.9K 0.01%
+433
283
$63.8K 0.01%
930
+33
284
$63K 0.01%
1,936
-60
285
$62.6K 0.01%
790
286
$62.3K 0.01%
839
-153
287
$61.9K 0.01%
205
-25
288
$61.5K 0.01%
149
289
$61.4K 0.01%
858
290
$59.8K 0.01%
1,750
-850
291
$59.7K 0.01%
1,800
292
$59.6K 0.01%
250
293
$59.5K 0.01%
178
-45
294
$58.5K 0.01%
437
-42
295
$57.4K 0.01%
+647
296
$56.6K 0.01%
736
-578
297
$56.4K 0.01%
620
-65
298
$56.2K 0.01%
+355
299
$55.8K 0.01%
509
300
$55.6K 0.01%
600
10 11
12
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