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
$578M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.8M
3
+$1.47M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.33M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.28M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$12.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M

Sector Composition

1 Healthcare 21.14%
2 Financials 6.03%
3 Technology 0.34%
4 Energy 0.3%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$387K 0.07%
3,364
52
$380K 0.07%
22,884
+66
53
$372K 0.06%
9,609
+18
54
$372K 0.06%
8,848
55
$371K 0.06%
10,794
56
$355K 0.06%
1,061
57
$354K 0.06%
2,557
+452
58
$346K 0.06%
1,000
59
$326K 0.06%
59,738
60
$316K 0.05%
4,035
+48
61
$276K 0.05%
7,546
62
$275K 0.05%
3,632
-1,164
63
$275K 0.05%
4,019
+2,019
64
$264K 0.05%
2,547
+75
65
$261K 0.05%
15,374
-440
66
$236K 0.04%
3,009
67
$221K 0.04%
10,192
68
$199K 0.03%
4,141
+46
69
$190K 0.03%
1,338
-95
70
$188K 0.03%
3,774
71
$186K 0.03%
1,835
-75
72
$181K 0.03%
2,388
+1,043
73
$177K 0.03%
256
74
$174K 0.03%
10,550
75
$163K 0.03%
1,059
+393
1 2
3
4 5