CA
Crewe Advisors Portfolio holdings
AUM
$707M
This Quarter Return
+0.47%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$403M
AUM Growth
+$403M
(-0.02%)
Cap. Flow
+$1.64M
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
79.37%
Holding
501
New
27
Increased
42
Reduced
136
Closed
28
Top Buys
Top Sells
| 1 |
Pennant Group
PNTG
|
$3.09M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
$2.88M |
| 3 |
Vanguard ESG International Stock ETF
VSGX
|
$1.86M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$812K |
| 5 |
Apple
AAPL
|
$716K |
Sector Composition
| 1 | Healthcare | 38.98% |
| 2 | Technology | 4.15% |
| 3 | Energy | 3.1% |
| 4 | Consumer Discretionary | 2.56% |
| 5 | Financials | 1.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Nuveen Quality Municipal Income Fund
NAD
$2.64B
| – | – |
-2,826
| Closed | -$43K |
|