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
26
$4.6M 0.67%
44,259
-492
27
$4.07M 0.59%
56,873
+5,223
28
$3.98M 0.58%
40,631
-156
29
$3.91M 0.57%
96,814
-938
30
$3.9M 0.57%
17,310
-80
31
$3.27M 0.48%
10,579
-79
32
$3.14M 0.46%
41,512
+434
33
$2.97M 0.43%
59,486
-2,795
34
$2.88M 0.42%
26,705
+9,523
35
$2.55M 0.37%
52,285
-8,859
36
$2.38M 0.35%
97,746
-5,787
37
$2.37M 0.35%
22,809
+1,478
38
$2.22M 0.32%
20,290
+463
39
$2.03M 0.3%
8,303
+468
40
$1.94M 0.28%
9,487
-14,229
41
$1.67M 0.24%
17,285
42
$1.63M 0.24%
19,642
-3,746
43
$1.52M 0.22%
25,476
-4,300
44
$1.47M 0.21%
37,305
+3,055
45
$1.43M 0.21%
31,646
-311
46
$1.37M 0.2%
9,213
+514
47
$1.26M 0.18%
16,141
+2,088
48
$1.21M 0.18%
4,114
+17
49
$1.18M 0.17%
11,070
-314
50
$1.16M 0.17%
199,746
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