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
451
$18.2K ﹤0.01%
246
452
$18.1K ﹤0.01%
289
453
$18.1K ﹤0.01%
615
454
$18K ﹤0.01%
500
455
$17.9K ﹤0.01%
455
456
$17.8K ﹤0.01%
166
457
$17.8K ﹤0.01%
217
458
$17.1K ﹤0.01%
93
459
$16.9K ﹤0.01%
441
-47
460
$16.9K ﹤0.01%
+888
461
$16.8K ﹤0.01%
181
462
$16.8K ﹤0.01%
950
463
$16.8K ﹤0.01%
275
+45
464
$16.7K ﹤0.01%
210
465
$16.6K ﹤0.01%
260
466
$16.6K ﹤0.01%
303
-90
467
$16.4K ﹤0.01%
30
468
$16.3K ﹤0.01%
238
+4
469
$16.2K ﹤0.01%
300
470
$16.2K ﹤0.01%
77
471
$16.1K ﹤0.01%
358
472
$16K ﹤0.01%
425
473
$15.9K ﹤0.01%
188
-24
474
$15.9K ﹤0.01%
301
475
$15.6K ﹤0.01%
2,500
17 18
19
20 21