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
326
$2.35K ﹤0.01%
120
327
$2.32K ﹤0.01%
29
328
$2.29K ﹤0.01%
108
329
$2.06K ﹤0.01%
29
+2
330
$2.01K ﹤0.01%
100
331
$2.01K ﹤0.01%
1,412
332
$1.98K ﹤0.01%
45
333
$1.93K ﹤0.01%
111
334
$1.91K ﹤0.01%
30
335
$1.76K ﹤0.01%
40
+4
336
$1.74K ﹤0.01%
271
337
$1.72K ﹤0.01%
47
338
$1.6K ﹤0.01%
+80
339
$1.57K ﹤0.01%
5
-1
340
$1.57K ﹤0.01%
9
-32
341
$1.4K ﹤0.01%
20
342
$1.36K ﹤0.01%
12
-131
343
$1.34K ﹤0.01%
100
+22
344
$1.29K ﹤0.01%
6
+1
345
$1.28K ﹤0.01%
+57
346
$1.23K ﹤0.01%
9
+2
347
$1.19K ﹤0.01%
13
-1
348
$1.16K ﹤0.01%
+69
349
$1.16K ﹤0.01%
22
350
$1.15K ﹤0.01%
27
+5
12 13
14
15 16