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
551
$9.69K ﹤0.01%
421
552
$9.68K ﹤0.01%
100
553
$9.63K ﹤0.01%
92
554
$9.56K ﹤0.01%
52
-14
555
$9.55K ﹤0.01%
166
-24
556
$9.55K ﹤0.01%
+100
557
$9.47K ﹤0.01%
65
558
$9.46K ﹤0.01%
1,126
559
$9.39K ﹤0.01%
264
560
$9.37K ﹤0.01%
335
-129
561
$9.37K ﹤0.01%
64
562
$9.35K ﹤0.01%
484
563
$9.32K ﹤0.01%
562
564
$9.29K ﹤0.01%
87
565
$9.26K ﹤0.01%
242
566
$9.17K ﹤0.01%
953
-209
567
$9.12K ﹤0.01%
1,134
-42
568
$9.06K ﹤0.01%
273
-69
569
$8.96K ﹤0.01%
190
570
$8.94K ﹤0.01%
108
-121
571
$8.9K ﹤0.01%
66
-128
572
$8.87K ﹤0.01%
35
-6
573
$8.8K ﹤0.01%
30
-24
574
$8.75K ﹤0.01%
580
575
$8.7K ﹤0.01%
125
-210
21 22
23
24 25