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
326
$647 ﹤0.01%
+9
327
$637 ﹤0.01%
15
328
$543 ﹤0.01%
11
329
$475 ﹤0.01%
271
330
$462 ﹤0.01%
5
331
$437 ﹤0.01%
21
+10
332
$396 ﹤0.01%
15
333
$392 ﹤0.01%
+11
334
$350 ﹤0.01%
110
335
$342 ﹤0.01%
+26
336
$307 ﹤0.01%
13
+6
337
$307 ﹤0.01%
+18
338
$299 ﹤0.01%
+8
339
$295 ﹤0.01%
+6
340
$282 ﹤0.01%
+28
341
$271 ﹤0.01%
+14
342
$270 ﹤0.01%
10
+1
343
$268 ﹤0.01%
+1
344
$240 ﹤0.01%
4
345
$237 ﹤0.01%
+3
346
$235 ﹤0.01%
6
347
$234 ﹤0.01%
6
348
$220 ﹤0.01%
78
+41
349
$205 ﹤0.01%
1
350
$204 ﹤0.01%
+1
12 13
14
15 16