CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1 +$88.9M
2 +$58.7M
3 +$4.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.14M
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.45M

Top Sells

1 +$32.1M
2 +$538K
3 +$195K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$93.2K
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$42.1K

Sector Composition

1 Healthcare 43.41%
2 Technology 3.51%
3 Energy 3.05%
4 Consumer Discretionary 2.49%
5 Financials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K ﹤0.01%
+500
302
$9K ﹤0.01%
+15
303
$9K ﹤0.01%
264
304
$9K ﹤0.01%
73
305
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44
306
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26
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28
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153
309
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181
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+200
311
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241
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111
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$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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96
321
$8K ﹤0.01%
3,910
322
$8K ﹤0.01%
50
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$8K ﹤0.01%
331
324
$8K ﹤0.01%
1,850
325
$8K ﹤0.01%
1,764