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
301
$1.6K ﹤0.01%
111
302
$1.53K ﹤0.01%
+32
303
$1.52K ﹤0.01%
+51
304
$1.52K ﹤0.01%
+85
305
$1.51K ﹤0.01%
+27
306
$1.45K ﹤0.01%
+14
307
$1.42K ﹤0.01%
+8
308
$1.35K ﹤0.01%
+50
309
$1.29K ﹤0.01%
7
310
$1.27K ﹤0.01%
22
311
$1.26K ﹤0.01%
30
312
$1.24K ﹤0.01%
79
+3
313
$1.22K ﹤0.01%
+8
314
$1.2K ﹤0.01%
69
315
$1.19K ﹤0.01%
1,084
+56
316
$1.14K ﹤0.01%
58
317
$1.14K ﹤0.01%
18
+1
318
$1.13K ﹤0.01%
10
+4
319
$1.12K ﹤0.01%
24
+1
320
$1.03K ﹤0.01%
25
321
$945 ﹤0.01%
54
322
$862 ﹤0.01%
99
323
$858 ﹤0.01%
+143
324
$771 ﹤0.01%
50
325
$742 ﹤0.01%
19
11 12
13
14 15