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
676
$3.46K ﹤0.01%
100
677
$3.4K ﹤0.01%
+116
678
$3.4K ﹤0.01%
22
-30
679
$3.39K ﹤0.01%
29
-11
680
$3.2K ﹤0.01%
200
681
$3.2K ﹤0.01%
48
682
$3.18K ﹤0.01%
100
683
$3.12K ﹤0.01%
50
+4
684
$3.11K ﹤0.01%
22
685
$3.1K ﹤0.01%
+100
686
$3.1K ﹤0.01%
210
687
$3.1K ﹤0.01%
35
-4
688
$3.07K ﹤0.01%
18
-14
689
$3.04K ﹤0.01%
300
690
$2.94K ﹤0.01%
23
691
$2.91K ﹤0.01%
+35
692
$2.89K ﹤0.01%
44
693
$2.89K ﹤0.01%
23
694
$2.89K ﹤0.01%
+100
695
$2.87K ﹤0.01%
88
696
$2.82K ﹤0.01%
150
-89
697
$2.81K ﹤0.01%
17
698
$2.7K ﹤0.01%
55
-121
699
$2.69K ﹤0.01%
330
700
$2.61K ﹤0.01%
+121
26 27
28
29 30