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
376
$27.4K ﹤0.01%
236
377
$27.3K ﹤0.01%
400
378
$27K ﹤0.01%
540
-500
379
$26.6K ﹤0.01%
655
-5
380
$26.3K ﹤0.01%
103
-87
381
$26.2K ﹤0.01%
490
382
$26.1K ﹤0.01%
1,340
+3
383
$25.8K ﹤0.01%
200
-24
384
$25.4K ﹤0.01%
219
-62
385
$25.4K ﹤0.01%
213
+28
386
$25.4K ﹤0.01%
502
+499
387
$25K ﹤0.01%
+2,000
388
$24.9K ﹤0.01%
161
-53
389
$24.9K ﹤0.01%
180
+90
390
$24.8K ﹤0.01%
552
391
$24.7K ﹤0.01%
639
-158
392
$24.6K ﹤0.01%
201
393
$24.5K ﹤0.01%
99
-46
394
$24.5K ﹤0.01%
358
395
$24.4K ﹤0.01%
551
396
$24.4K ﹤0.01%
262
-118
397
$24.2K ﹤0.01%
180
398
$24.2K ﹤0.01%
1,316
399
$24K ﹤0.01%
155
400
$23.8K ﹤0.01%
143
-44
14 15
16
17 18