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
426
$271 ﹤0.01%
13
+6
427
$270 ﹤0.01%
3
428
$269 ﹤0.01%
4
+2
429
$267 ﹤0.01%
12
430
$260 ﹤0.01%
6
431
$257 ﹤0.01%
15
+7
432
$256 ﹤0.01%
1
-8
433
$255 ﹤0.01%
4
434
$247 ﹤0.01%
6
435
$241 ﹤0.01%
+1
436
$239 ﹤0.01%
6
437
$237 ﹤0.01%
9
438
$235 ﹤0.01%
1
439
$229 ﹤0.01%
4
+1
440
$226 ﹤0.01%
2
+1
441
$223 ﹤0.01%
6
442
$211 ﹤0.01%
+1
443
$205 ﹤0.01%
1
444
$204 ﹤0.01%
+2
445
$203 ﹤0.01%
3
446
$203 ﹤0.01%
2
447
$198 ﹤0.01%
+1
448
$198 ﹤0.01%
3
449
$190 ﹤0.01%
4
-1
450
$189 ﹤0.01%
20
16 17
18
19 20