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
351
$35.4K 0.01%
4,869
352
$35.2K 0.01%
222
+209
353
$34.8K 0.01%
333
354
$34.7K 0.01%
430
355
$34.7K 0.01%
+725
356
$34.5K 0.01%
306
-43
357
$34.2K 0.01%
300
358
$33.9K ﹤0.01%
302
359
$33.1K ﹤0.01%
8,074
360
$33.1K ﹤0.01%
1,263
361
$32.9K ﹤0.01%
637
362
$32.7K ﹤0.01%
665
-175
363
$32.2K ﹤0.01%
188
-78
364
$32K ﹤0.01%
225
365
$31.5K ﹤0.01%
2,086
-441
366
$30.8K ﹤0.01%
514
+511
367
$30.8K ﹤0.01%
+1,222
368
$30.6K ﹤0.01%
+604
369
$30.5K ﹤0.01%
515
370
$30.4K ﹤0.01%
225
-51
371
$29.6K ﹤0.01%
976
372
$29.2K ﹤0.01%
212
-25
373
$29.2K ﹤0.01%
234
-96
374
$27.9K ﹤0.01%
761
+150
375
$27.9K ﹤0.01%
5
13 14
15
16 17