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
276
$6.48K ﹤0.01%
107
277
$6.26K ﹤0.01%
1,999
278
$6.07K ﹤0.01%
75
279
$6.06K ﹤0.01%
+62
280
$5.81K ﹤0.01%
70
281
$5.77K ﹤0.01%
50
282
$5.69K ﹤0.01%
117
-45
283
$5.67K ﹤0.01%
450
284
$5.67K ﹤0.01%
404
+128
285
$5.11K ﹤0.01%
7
286
$5.01K ﹤0.01%
+150
287
$4.95K ﹤0.01%
57
288
$4.92K ﹤0.01%
161
289
$4.79K ﹤0.01%
+53
290
$4.59K ﹤0.01%
200
291
$4.56K ﹤0.01%
+100
292
$4.5K ﹤0.01%
90
293
$4.43K ﹤0.01%
15
294
$4.4K ﹤0.01%
111
295
$4.39K ﹤0.01%
88
+48
296
$4.37K ﹤0.01%
150
297
$4.33K ﹤0.01%
556
+9
298
$4.32K ﹤0.01%
56
299
$4.28K ﹤0.01%
64
300
$4.24K ﹤0.01%
158
10 11
12
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