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
351
$1.15K ﹤0.01%
27
352
$1.15K ﹤0.01%
30
353
$1.15K ﹤0.01%
46
354
$1.13K ﹤0.01%
+15
355
$1.11K ﹤0.01%
28
356
$1.07K ﹤0.01%
58
357
$1.04K ﹤0.01%
11
358
$1.04K ﹤0.01%
10
-2
359
$1.04K ﹤0.01%
23
+3
360
$1.04K ﹤0.01%
17
361
$1.03K ﹤0.01%
76
+3
362
$1.02K ﹤0.01%
1,028
+244
363
$990 ﹤0.01%
23
364
$980 ﹤0.01%
25
365
$968 ﹤0.01%
17
+8
366
$955 ﹤0.01%
40
367
$939 ﹤0.01%
99
368
$887 ﹤0.01%
54
369
$879 ﹤0.01%
53
-27
370
$850 ﹤0.01%
5
371
$847 ﹤0.01%
24
372
$836 ﹤0.01%
15
373
$800 ﹤0.01%
26
+5
374
$784 ﹤0.01%
8
375
$689 ﹤0.01%
50
13 14
15
16 17