CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
-2.18%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$712M
AUM Growth
-$13.7M
(-1.9%)
Cap. Flow
+$9.22M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
60.79%
Holding
765
New
119
Increased
141
Reduced
110
Closed
49
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
+$9.63M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
+$8.95M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$2.83M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.4M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.1M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$7.59M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$5.27M |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$4.56M |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$1.95M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$872K |
Sector Composition
| 1 | Financials | 8.55% |
| 2 | Technology | 4.36% |
| 3 | Healthcare | 2.87% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Energy | 1.5% |
