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
526
$11.5K ﹤0.01%
+201
527
$11.5K ﹤0.01%
197
528
$11.4K ﹤0.01%
398
529
$11.4K ﹤0.01%
595
530
$11.4K ﹤0.01%
201
-47
531
$11.1K ﹤0.01%
50
-80
532
$11K ﹤0.01%
452
533
$10.9K ﹤0.01%
102
534
$10.9K ﹤0.01%
250
535
$10.8K ﹤0.01%
855
536
$10.8K ﹤0.01%
100
537
$10.8K ﹤0.01%
+1,750
538
$10.7K ﹤0.01%
205
-171
539
$10.6K ﹤0.01%
51
540
$10.6K ﹤0.01%
850
541
$10.5K ﹤0.01%
8
542
$10.5K ﹤0.01%
166
-70
543
$10.5K ﹤0.01%
337
544
$10.4K ﹤0.01%
170
-118
545
$10.2K ﹤0.01%
584
-57
546
$10.1K ﹤0.01%
100
-20
547
$10.1K ﹤0.01%
166
-60
548
$10K ﹤0.01%
5,540
549
$9.88K ﹤0.01%
225
+75
550
$9.7K ﹤0.01%
100
20 21
22
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