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
576
$8.68K ﹤0.01%
369
577
$8.6K ﹤0.01%
123
+105
578
$8.58K ﹤0.01%
50
-28
579
$8.21K ﹤0.01%
251
580
$8.16K ﹤0.01%
113
581
$8.02K ﹤0.01%
110
-2,000
582
$7.89K ﹤0.01%
89
583
$7.88K ﹤0.01%
136
584
$7.67K ﹤0.01%
6
-54
585
$7.63K ﹤0.01%
3,910
586
$7.53K ﹤0.01%
130
587
$7.47K ﹤0.01%
80
-36
588
$7.44K ﹤0.01%
90
589
$7.42K ﹤0.01%
79
590
$7.33K ﹤0.01%
400
591
$7.22K ﹤0.01%
315
592
$7.13K ﹤0.01%
+122
593
$7.09K ﹤0.01%
38
594
$7.02K ﹤0.01%
73
-13
595
$7.02K ﹤0.01%
22
596
$6.94K ﹤0.01%
31
-3
597
$6.93K ﹤0.01%
91
598
$6.9K ﹤0.01%
125
599
$6.76K ﹤0.01%
610
600
$6.76K ﹤0.01%
89
22 23
24
25 26