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
476
$15.5K ﹤0.01%
+100
477
$15.5K ﹤0.01%
140
478
$15.4K ﹤0.01%
1,331
479
$15.4K ﹤0.01%
+131
480
$15.4K ﹤0.01%
932
481
$15.2K ﹤0.01%
+624
482
$15.1K ﹤0.01%
590
483
$14.9K ﹤0.01%
233
484
$14.8K ﹤0.01%
75
485
$14.8K ﹤0.01%
182
-11
486
$14.5K ﹤0.01%
500
487
$14.5K ﹤0.01%
200
488
$14.4K ﹤0.01%
59
489
$14.3K ﹤0.01%
332
490
$14.3K ﹤0.01%
1,448
+3
491
$14.3K ﹤0.01%
31
-17
492
$14.1K ﹤0.01%
54
-11
493
$14K ﹤0.01%
957
494
$13.8K ﹤0.01%
575
-135
495
$13.8K ﹤0.01%
37
496
$13.7K ﹤0.01%
190
497
$13.4K ﹤0.01%
123
498
$13.2K ﹤0.01%
385
499
$13.1K ﹤0.01%
37
+11
500
$13.1K ﹤0.01%
+400
18 19
20
21 22