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
376
$657 ﹤0.01%
521
377
$655 ﹤0.01%
17
+3
378
$655 ﹤0.01%
19
+1
379
$638 ﹤0.01%
7
380
$635 ﹤0.01%
11
+7
381
$606 ﹤0.01%
17
382
$598 ﹤0.01%
19
383
$595 ﹤0.01%
10
+3
384
$546 ﹤0.01%
8
+1
385
$535 ﹤0.01%
11
-6
386
$533 ﹤0.01%
5
387
$515 ﹤0.01%
6
388
$477 ﹤0.01%
9
+2
389
$469 ﹤0.01%
7
-12
390
$467 ﹤0.01%
6
+2
391
$454 ﹤0.01%
6
392
$449 ﹤0.01%
25
393
$447 ﹤0.01%
11
394
$445 ﹤0.01%
1
395
$441 ﹤0.01%
7
396
$438 ﹤0.01%
1
397
$433 ﹤0.01%
4
398
$417 ﹤0.01%
7
+2
399
$412 ﹤0.01%
2
400
$411 ﹤0.01%
15
14 15
16
17 18