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
726
$1.78K ﹤0.01%
239
727
$1.77K ﹤0.01%
52
728
$1.77K ﹤0.01%
83
729
$1.76K ﹤0.01%
19
730
$1.67K ﹤0.01%
+26
731
$1.66K ﹤0.01%
271
+16
732
$1.62K ﹤0.01%
57
733
$1.59K ﹤0.01%
13
-1
734
$1.58K ﹤0.01%
35
735
$1.57K ﹤0.01%
+42
736
$1.54K ﹤0.01%
86
737
$1.49K ﹤0.01%
34
738
$1.46K ﹤0.01%
30
739
$1.39K ﹤0.01%
115
740
$1.27K ﹤0.01%
102
+2
741
$1.24K ﹤0.01%
28
-48
742
$1.24K ﹤0.01%
51
743
$1.23K ﹤0.01%
33
744
$1.22K ﹤0.01%
30
745
$1.22K ﹤0.01%
21
-12
746
$1.21K ﹤0.01%
25
747
$1.19K ﹤0.01%
4
+2
748
$1.15K ﹤0.01%
5
749
$1.11K ﹤0.01%
22
-10
750
$1.1K ﹤0.01%
34
28 29
30
31 32