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
26
$2.43M 0.42%
11,427
+533
27
$2.26M 0.39%
95,730
+3,666
28
$2.18M 0.38%
8,183
-120
29
$1.7M 0.29%
18,029
+1,269
30
$1.65M 0.29%
29,238
+3,421
31
$1.49M 0.26%
27,738
+7,576
32
$1.44M 0.25%
38,002
+61
33
$1.28M 0.22%
29,352
34
$1.28M 0.22%
16,957
+389
35
$1.13M 0.19%
6,872
36
$931K 0.16%
199,746
37
$838K 0.15%
13,022
38
$783K 0.14%
46,443
-405
39
$761K 0.13%
3,656
+251
40
$721K 0.12%
4,761
41
$672K 0.12%
3,922
-14
42
$644K 0.11%
6,849
+6,635
43
$625K 0.11%
18,840
-188
44
$603K 0.1%
4,207
45
$525K 0.09%
3,983
+775
46
$506K 0.09%
3,257
-170
47
$492K 0.09%
2,007
-30
48
$448K 0.08%
5,424
-1,021
49
$443K 0.08%
3,438
+4
50
$407K 0.07%
19,706
+1,126
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