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
376
$153 ﹤0.01%
+1
377
$152 ﹤0.01%
32
+3
378
$152 ﹤0.01%
+5
379
$150 ﹤0.01%
+17
380
$150 ﹤0.01%
+3
381
$149 ﹤0.01%
10
+5
382
$149 ﹤0.01%
5
-3
383
$148 ﹤0.01%
2
384
$148 ﹤0.01%
8
385
$147 ﹤0.01%
+3
386
$146 ﹤0.01%
+11
387
$146 ﹤0.01%
+36
388
$145 ﹤0.01%
+19
389
$144 ﹤0.01%
+10
390
$142 ﹤0.01%
8
-12
391
$142 ﹤0.01%
+6
392
$141 ﹤0.01%
6
+2
393
$141 ﹤0.01%
+5
394
$140 ﹤0.01%
+1
395
$139 ﹤0.01%
+6
396
$138 ﹤0.01%
+200
397
$138 ﹤0.01%
6
398
$138 ﹤0.01%
+24
399
$137 ﹤0.01%
51
+16
400
$130 ﹤0.01%
1
14 15
16
17 18