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
301
$4.24K ﹤0.01%
2,000
302
$4.22K ﹤0.01%
76
+1
303
$4.17K ﹤0.01%
28
304
$4.17K ﹤0.01%
40
305
$4.12K ﹤0.01%
300
-7
306
$4.01K ﹤0.01%
233
307
$3.97K ﹤0.01%
41
308
$3.92K ﹤0.01%
99
309
$3.91K ﹤0.01%
100
310
$3.89K ﹤0.01%
12
-1
311
$3.68K ﹤0.01%
100
+95
312
$3.64K ﹤0.01%
250
313
$3.45K ﹤0.01%
14
314
$3.4K ﹤0.01%
200
315
$3.28K ﹤0.01%
75
316
$3.19K ﹤0.01%
7
317
$3.03K ﹤0.01%
+104
318
$2.98K ﹤0.01%
30
319
$2.95K ﹤0.01%
13
-6
320
$2.9K ﹤0.01%
100
321
$2.89K ﹤0.01%
300
-2
322
$2.78K ﹤0.01%
100
323
$2.75K ﹤0.01%
330
324
$2.75K ﹤0.01%
59
325
$2.47K ﹤0.01%
15
11 12
13
14 15