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
626
$5.41K ﹤0.01%
27
-23
627
$5.4K ﹤0.01%
69
-25
628
$5.26K ﹤0.01%
26
+15
629
$5.26K ﹤0.01%
50
+29
630
$5.24K ﹤0.01%
87
-158
631
$5.13K ﹤0.01%
301
632
$5.1K ﹤0.01%
90
633
$5.09K ﹤0.01%
90
-120
634
$5.08K ﹤0.01%
31
635
$5.05K ﹤0.01%
+161
636
$4.9K ﹤0.01%
302
-41
637
$4.88K ﹤0.01%
296
638
$4.88K ﹤0.01%
343
-343
639
$4.87K ﹤0.01%
78
640
$4.77K ﹤0.01%
+502
641
$4.74K ﹤0.01%
+111
642
$4.73K ﹤0.01%
197
643
$4.73K ﹤0.01%
64
-16
644
$4.69K ﹤0.01%
32
-29
645
$4.66K ﹤0.01%
158
-158
646
$4.64K ﹤0.01%
250
647
$4.41K ﹤0.01%
196
648
$4.38K ﹤0.01%
36
649
$4.34K ﹤0.01%
2,000
650
$4.3K ﹤0.01%
11
+1
24 25
26
27 28