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
51
$1.05M 0.15%
6,956
-10
52
$1.03M 0.15%
12,010
+240
53
$940K 0.14%
5,697
-20
54
$836K 0.12%
15,666
+15,386
55
$827K 0.12%
2,146
-89
56
$799K 0.12%
24,857
+600
57
$789K 0.12%
3,723
-597
58
$772K 0.11%
13,422
59
$767K 0.11%
11,067
-309
60
$744K 0.11%
3,503
-42
61
$740K 0.11%
26,640
-3,420
62
$728K 0.11%
5,583
-401
63
$725K 0.11%
3,438
-79
64
$721K 0.11%
3,936
+14
65
$717K 0.1%
1,517
-16
66
$711K 0.1%
44,124
+837
67
$684K 0.1%
5,218
+463
68
$676K 0.1%
1,172
-39
69
$666K 0.1%
6,805
+69
70
$659K 0.1%
13,606
+11,827
71
$647K 0.09%
18,936
+16,581
72
$647K 0.09%
6,961
-1,036
73
$640K 0.09%
4,761
74
$590K 0.09%
4,207
75
$587K 0.09%
14,377
+229
1 2
3
4 5