CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
+6.64%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$707M
AUM Growth
-$4.71M
(-0.66%)
Cap. Flow
-$51.3M
Cap. Flow
% of AUM
-7.25%
Top 10 Holdings %
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$39.6M |
| 2 |
Apple
AAPL
|
+$21.8M |
| 3 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$8.31M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.25M |
| 5 |
Amazon
AMZN
|
+$5.91M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$104M |
| 2 |
NVIDIA
NVDA
|
+$26.6M |
| 3 |
Waste Connections
WCN
|
+$4.39M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$3.11M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$3.03M |
Sector Composition
| 1 | Financials | 8.07% |
| 2 | Technology | 5.48% |
| 3 | Consumer Discretionary | 3.62% |
| 4 | Healthcare | 2.8% |
| 5 | Energy | 1.48% |
