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
576
$82 ﹤0.01%
21
577
$56 ﹤0.01%
1
578
$30 ﹤0.01%
5
579
$26 ﹤0.01%
4
580
$17 ﹤0.01%
3
581
– –
-374
582
– –
-10
583
– –
-1
584
– –
-14
585
– –
-1
586
– –
-2
587
– –
-4,236
588
– –
-1,043
589
– –
-6,732
590
– –
-43
591
– –
-5
592
– –
-1
593
– –
-80
594
– –
-2,170
595
– –
-19,283
596
– –
-6
597
– –
-792
598
– –
-895
599
– –
-116
600
– –
-6
22 23
24
25 26