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
$578M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.8M
3
+$1.47M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.33M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.28M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$12.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M

Sector Composition

1 Healthcare 21.14%
2 Financials 6.03%
3 Technology 0.34%
4 Energy 0.3%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$117 ﹤0.01%
+1
552
$116 ﹤0.01%
+40
553
$116 ﹤0.01%
11
+4
554
$116 ﹤0.01%
4
555
$116 ﹤0.01%
2
-1
556
$115 ﹤0.01%
5
557
$114 ﹤0.01%
9
+2
558
$114 ﹤0.01%
+18
559
$113 ﹤0.01%
4
-1
560
$111 ﹤0.01%
+35
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$110 ﹤0.01%
+20
562
$107 ﹤0.01%
3
563
$106 ﹤0.01%
+4
564
$106 ﹤0.01%
5
-1
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$106 ﹤0.01%
5
566
$106 ﹤0.01%
1
567
$105 ﹤0.01%
1
-1
568
$102 ﹤0.01%
2
569
$97 ﹤0.01%
+16
570
$95 ﹤0.01%
1
571
$94 ﹤0.01%
+1
572
$92 ﹤0.01%
1
-34
573
$87 ﹤0.01%
9
-10
574
$86 ﹤0.01%
1
575
$84 ﹤0.01%
+1
21 22
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