CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
+10%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$862M
AUM Growth
-$30.3M
(-3.4%)
Cap. Flow
-$102M
Cap. Flow
% of AUM
-11.81%
Top 10 Holdings %
Top 10 Hldgs %
63.65%
Holding
1,017
New
81
Increased
187
Reduced
140
Closed
304
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$6.58M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$5.58M |
| 3 |
Waste Connections
WCN
|
+$4.2M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$3.46M |
| 5 |
Vanguard Total Bond Market
BND
|
+$3.32M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$22.2M |
| 2 |
Chevron
CVX
|
+$18.8M |
| 3 |
Vanguard ESG International Stock ETF
VSGX
|
+$17.1M |
| 4 |
Apple
AAPL
|
+$16.3M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$7.97M |
Sector Composition
| 1 | Healthcare | 22.43% |
| 2 | Financials | 7.35% |
| 3 | Consumer Discretionary | 1.95% |
| 4 | Technology | 1.45% |
| 5 | Industrials | 1.18% |
