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
276
$3.2K ﹤0.01%
+215
277
$3.09K ﹤0.01%
+47
278
$2.88K ﹤0.01%
+38
279
$2.7K ﹤0.01%
100
280
$2.65K ﹤0.01%
+185
281
$2.58K ﹤0.01%
1,412
282
$2.57K ﹤0.01%
+71
283
$2.52K ﹤0.01%
+27
284
$2.5K ﹤0.01%
+45
285
$2.48K ﹤0.01%
100
286
$2.47K ﹤0.01%
+80
287
$2.46K ﹤0.01%
+20
288
$2.35K ﹤0.01%
+104
289
$2.3K ﹤0.01%
+148
290
$2.25K ﹤0.01%
54
-22
291
$2.21K ﹤0.01%
45
292
$2.18K ﹤0.01%
+113
293
$2.11K ﹤0.01%
1,000
-1,000
294
$2.09K ﹤0.01%
+355
295
$2.07K ﹤0.01%
30
296
$2K ﹤0.01%
+82
297
$1.96K ﹤0.01%
+23
298
$1.9K ﹤0.01%
+82
299
$1.67K ﹤0.01%
80
300
$1.61K ﹤0.01%
+188
10 11
12
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