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
301
$55.4K 0.01%
608
302
$55.3K 0.01%
364
-35
303
$53.9K 0.01%
1,000
-44
304
$53.6K 0.01%
313
-163
305
$52.6K 0.01%
79
-25
306
$52.3K 0.01%
381
-32
307
$50.9K 0.01%
+394
308
$50.7K 0.01%
187
-131
309
$49.2K 0.01%
646
-375
310
$48.8K 0.01%
1,000
311
$47.7K 0.01%
1,515
312
$47K 0.01%
1,598
313
$46.7K 0.01%
891
-87
314
$46.4K 0.01%
252
-12
315
$45.8K 0.01%
180
316
$45.5K 0.01%
357
-79
317
$45.3K 0.01%
207
-125
318
$45.2K 0.01%
404
-100
319
$44.5K 0.01%
613
-49
320
$44.5K 0.01%
141
-129
321
$44.2K 0.01%
91
-4
322
$44.1K 0.01%
100
+85
323
$44.1K 0.01%
257
324
$43.8K 0.01%
205
-82
325
$43.5K 0.01%
1,966
11 12
13
14 15