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
426
$20.4K ﹤0.01%
99
-50
427
$20.4K ﹤0.01%
118
428
$20.3K ﹤0.01%
94
429
$20.2K ﹤0.01%
103
+5
430
$20.2K ﹤0.01%
290
-12
431
$20.2K ﹤0.01%
420
432
$20.1K ﹤0.01%
186
433
$19.8K ﹤0.01%
225
-82
434
$19.8K ﹤0.01%
578
435
$19.8K ﹤0.01%
119
-115
436
$19.7K ﹤0.01%
271
-6
437
$19.6K ﹤0.01%
137
-34
438
$19.5K ﹤0.01%
122
-53
439
$19.3K ﹤0.01%
355
440
$19.3K ﹤0.01%
1,945
441
$19.3K ﹤0.01%
72
442
$19.3K ﹤0.01%
888
443
$19.2K ﹤0.01%
7
444
$19K ﹤0.01%
1,510
445
$18.8K ﹤0.01%
63
-68
446
$18.7K ﹤0.01%
26
-14
447
$18.6K ﹤0.01%
145
448
$18.5K ﹤0.01%
160
449
$18.4K ﹤0.01%
132
450
$18.3K ﹤0.01%
208
-204
16 17
18
19 20