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
651
$4.26K ﹤0.01%
90
652
$4.23K ﹤0.01%
804
653
$4.19K ﹤0.01%
20
+10
654
$4.17K ﹤0.01%
386
655
$4.11K ﹤0.01%
135
656
$4.11K ﹤0.01%
22
657
$4.07K ﹤0.01%
27
658
$4.03K ﹤0.01%
24
659
$4.03K ﹤0.01%
417
660
$4K ﹤0.01%
166
661
$3.89K ﹤0.01%
+19
662
$3.86K ﹤0.01%
116
663
$3.83K ﹤0.01%
34
664
$3.81K ﹤0.01%
529
665
$3.8K ﹤0.01%
38
-34
666
$3.79K ﹤0.01%
+100
667
$3.74K ﹤0.01%
1,412
+173
668
$3.69K ﹤0.01%
+98
669
$3.69K ﹤0.01%
+32
670
$3.6K ﹤0.01%
42
-48
671
$3.56K ﹤0.01%
82
672
$3.53K ﹤0.01%
40
-28
673
$3.52K ﹤0.01%
29
-12
674
$3.52K ﹤0.01%
25
-80
675
$3.51K ﹤0.01%
130
-156
25 26
27
28 29