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
401
$404 ﹤0.01%
8
+4
402
$402 ﹤0.01%
+5
403
$400 ﹤0.01%
2
+1
404
$399 ﹤0.01%
13
-10
405
$398 ﹤0.01%
2
-400
406
$384 ﹤0.01%
9
407
$370 ﹤0.01%
7
408
$369 ﹤0.01%
30
409
$366 ﹤0.01%
11
+4
410
$353 ﹤0.01%
16
+6
411
$345 ﹤0.01%
5
+2
412
$336 ﹤0.01%
19
413
$333 ﹤0.01%
3
414
$333 ﹤0.01%
2
-131
415
$320 ﹤0.01%
11
+3
416
$316 ﹤0.01%
+10
417
$306 ﹤0.01%
8
+4
418
$299 ﹤0.01%
17
+8
419
$294 ﹤0.01%
110
420
$293 ﹤0.01%
17
+7
421
$292 ﹤0.01%
6
+3
422
$291 ﹤0.01%
2
-1
423
$287 ﹤0.01%
2
424
$287 ﹤0.01%
10
+2
425
$272 ﹤0.01%
1
15 16
17
18 19