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
401
$23.7K ﹤0.01%
44
402
$23.6K ﹤0.01%
285
+45
403
$23.4K ﹤0.01%
175
-122
404
$23.1K ﹤0.01%
564
-218
405
$22.8K ﹤0.01%
325
+50
406
$22.7K ﹤0.01%
465
+65
407
$22.6K ﹤0.01%
277
-25
408
$22.6K ﹤0.01%
489
-231
409
$22.5K ﹤0.01%
65
410
$22.5K ﹤0.01%
169
411
$22.5K ﹤0.01%
590
412
$22.4K ﹤0.01%
435
413
$22.1K ﹤0.01%
488
414
$22K ﹤0.01%
176
-78
415
$21.8K ﹤0.01%
67
416
$21.8K ﹤0.01%
503
-77
417
$21.7K ﹤0.01%
200
-129
418
$21.5K ﹤0.01%
429
-134
419
$21.4K ﹤0.01%
2,800
420
$21K ﹤0.01%
117
421
$20.9K ﹤0.01%
205
-130
422
$20.8K ﹤0.01%
171
423
$20.7K ﹤0.01%
208
-762
424
$20.7K ﹤0.01%
328
-31
425
$20.7K ﹤0.01%
211
15 16
17
18 19