CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Est. Return
14.7%
1 Year Est. Return
+14.7%
AUM
$632M
AUM Growth
+$53.8M
(+9.3%)
Holding
726
Top Buys
| 1 | +$4.11M | |
| 2 | +$3.66M | |
| 3 | +$2.35M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.73M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$830K |
Top Sells
| 1 | +$8.51M | |
| 2 | +$3.54M | |
| 3 | +$2.97M | |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
+$2.65M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.15M |
Sector Composition
| 1 | Healthcare | 24.06% |
| 2 | Financials | 5.63% |
| 3 | Industrials | 0.62% |
| 4 | Materials | 0.16% |
| 5 | Consumer Discretionary | 0.15% |