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
701
$2.56K ﹤0.01%
+131
702
$2.56K ﹤0.01%
+7
703
$2.53K ﹤0.01%
73
704
$2.47K ﹤0.01%
25
-40
705
$2.44K ﹤0.01%
142
706
$2.44K ﹤0.01%
36
-5
707
$2.39K ﹤0.01%
61
708
$2.38K ﹤0.01%
84
709
$2.31K ﹤0.01%
45
710
$2.31K ﹤0.01%
55
711
$2.29K ﹤0.01%
74
-16
712
$2.27K ﹤0.01%
+63
713
$2.27K ﹤0.01%
82
714
$2.24K ﹤0.01%
20
-50
715
$2.24K ﹤0.01%
238
716
$2.16K ﹤0.01%
250
717
$2.1K ﹤0.01%
150
+105
718
$2.09K ﹤0.01%
150
719
$2.08K ﹤0.01%
45
720
$2.06K ﹤0.01%
38
721
$2.02K ﹤0.01%
42
722
$2.02K ﹤0.01%
64
723
$1.95K ﹤0.01%
+100
724
$1.95K ﹤0.01%
+14
725
$1.91K ﹤0.01%
+30
27 28
29
30 31