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
326
$43.4K 0.01%
+646
327
$42.8K 0.01%
28
-20
328
$42.7K 0.01%
+468
329
$42.2K 0.01%
370
330
$41.5K 0.01%
217
-31
331
$41.4K 0.01%
380
-159
332
$41.3K 0.01%
550
-79
333
$40.5K 0.01%
601
-44
334
$39.8K 0.01%
166,757
335
$39.6K 0.01%
478
-110
336
$39.1K 0.01%
+356
337
$39.1K 0.01%
554
-360
338
$39.1K 0.01%
380
339
$38.5K 0.01%
1,348
340
$37.7K 0.01%
373
341
$37.6K 0.01%
495
-36
342
$37.1K 0.01%
96
-23
343
$36.9K 0.01%
3,288
344
$36.8K 0.01%
898
-211
345
$36.5K 0.01%
191
-131
346
$36.2K 0.01%
4,289
-138
347
$36.2K 0.01%
1,321
348
$35.7K 0.01%
1,021
+207
349
$35.5K 0.01%
705
350
$35.5K 0.01%
285
+12
12 13
14
15 16