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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
+$2.37M
2
+$1.89M
3
+$1.51M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.39M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.32M

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
– –
0
578
$30 ﹤0.01%
5
579
$26 ﹤0.01%
4
580
$17 ﹤0.01%
3
581
– –
-114
582
– –
-50
583
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-2
584
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-2
585
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-38
586
– –
-552
587
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-5
588
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-10
589
– –
-4,879
590
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-10
591
– –
-1
592
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-14
593
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-1
594
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-3,423
595
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-2
596
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-4,236
597
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-1,043
598
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-6,732
599
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-43
600
– –
-1
22 23
24
25 26