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
$168M
AUM Growth
-$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.22M
3
+$1.54M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$859K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$761K

Top Sells

1
+$1.66M
2
+$844K
3
+$831K
4
AMZN icon
Amazon
AMZN
+$304K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$286K

Sector Composition

1 Communication Services 31.83%
2 Energy 5.79%
3 Technology 3.25%
4 Financials 2.13%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$133K 0.08%
438
52
$130K 0.08%
2,409
-201
53
$119K 0.07%
799
54
$117K 0.07%
2,020
-3,820
55
$114K 0.07%
4,619
-148
56
$109K 0.07%
3,630
-530
57
$106K 0.06%
633
-1,013
58
$103K 0.06%
425
59
$99K 0.06%
992
60
$98K 0.06%
1,680
-260
61
$97K 0.06%
1,160
62
$96K 0.06%
2,801
-77
63
$96K 0.06%
1,989
-63
64
$95K 0.06%
618
65
$94K 0.06%
7,920
66
$88K 0.05%
3,897
67
$88K 0.05%
783
68
$86K 0.05%
4,640
69
$84K 0.05%
790
70
$83K 0.05%
1,175
71
$81K 0.05%
60
72
$79K 0.05%
+1,306
73
$79K 0.05%
1,650
74
$78K 0.05%
275
-274
75
$75K 0.04%
786
1 2
3
4 5