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
601
$6.75K ﹤0.01%
699
602
$6.74K ﹤0.01%
140
603
$6.65K ﹤0.01%
125
604
$6.6K ﹤0.01%
563
+76
605
$6.58K ﹤0.01%
425
+68
606
$6.4K ﹤0.01%
172
607
$6.4K ﹤0.01%
78
-49
608
$6.36K ﹤0.01%
20
-3
609
$6.34K ﹤0.01%
176
610
$6.34K ﹤0.01%
1,999
611
$6.14K ﹤0.01%
32
+3
612
$6.13K ﹤0.01%
22
613
$6.1K ﹤0.01%
80
614
$6.03K ﹤0.01%
75
+2
615
$5.93K ﹤0.01%
200
616
$5.87K ﹤0.01%
450
617
$5.78K ﹤0.01%
67
-23
618
$5.77K ﹤0.01%
29
-23
619
$5.76K ﹤0.01%
119
620
$5.75K ﹤0.01%
7
-6
621
$5.58K ﹤0.01%
158
622
$5.55K ﹤0.01%
500
623
$5.5K ﹤0.01%
140
-54
624
$5.48K ﹤0.01%
120
625
$5.46K ﹤0.01%
100
23 24
25
26 27