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
$168M
AUM Growth
-$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.22M
3
+$1.54M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$859K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$761K

Top Sells

1
+$1.66M
2
+$844K
3
+$831K
4
AMZN icon
Amazon
AMZN
+$304K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$286K

Sector Composition

1 Communication Services 31.83%
2 Energy 5.79%
3 Technology 3.25%
4 Financials 2.13%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$516K 0.31%
13,592
-634
27
$427K 0.25%
4,380
-3,120
28
$384K 0.23%
5,500
+1,113
29
$364K 0.22%
2,823
-222
30
$360K 0.21%
11,292
-7,444
31
$327K 0.2%
4,046
32
$312K 0.19%
3,464
-202
33
$290K 0.17%
4,816
34
$287K 0.17%
1,940
35
$268K 0.16%
2,781
-1,650
36
$268K 0.16%
3,039
37
$260K 0.16%
9,690
38
$245K 0.15%
1,863
+556
39
$240K 0.14%
6,890
40
$226K 0.13%
3,809
-373
41
$206K 0.12%
3,444
42
$205K 0.12%
5,182
-78
43
$203K 0.12%
6,566
-73
44
$192K 0.11%
7,859
-4,595
45
$181K 0.11%
991
-1,196
46
$174K 0.1%
2,000
-233
47
$172K 0.1%
786
48
$171K 0.1%
10,794
49
$157K 0.09%
7,122
50
$148K 0.09%
2,664
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