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
501
$13K ﹤0.01%
400
-50
502
$12.9K ﹤0.01%
871
503
$12.9K ﹤0.01%
198
+43
504
$12.6K ﹤0.01%
124
505
$12.5K ﹤0.01%
254
506
$12.5K ﹤0.01%
25
-9
507
$12.4K ﹤0.01%
29
508
$12.3K ﹤0.01%
126
509
$12.2K ﹤0.01%
320
510
$12.2K ﹤0.01%
387
511
$12.1K ﹤0.01%
200
-84
512
$12K ﹤0.01%
340
513
$12K ﹤0.01%
130
514
$11.9K ﹤0.01%
200
515
$11.9K ﹤0.01%
159
516
$11.8K ﹤0.01%
+83
517
$11.8K ﹤0.01%
67
518
$11.8K ﹤0.01%
56
-34
519
$11.8K ﹤0.01%
300
-82
520
$11.6K ﹤0.01%
176
521
$11.6K ﹤0.01%
214
-32
522
$11.6K ﹤0.01%
199
-18
523
$11.5K ﹤0.01%
383
-179
524
$11.5K ﹤0.01%
450
525
$11.5K ﹤0.01%
87
+50
19 20
21
22 23