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
751
$1.09K ﹤0.01%
99
752
$1.09K ﹤0.01%
314
753
$1.04K ﹤0.01%
89
754
$1.01K ﹤0.01%
16
-50
755
$984 ﹤0.01%
+100
756
$951 ﹤0.01%
15
757
$938 ﹤0.01%
521
758
$925 ﹤0.01%
345
759
$916 ﹤0.01%
+25
760
$907 ﹤0.01%
24
761
$902 ﹤0.01%
67
762
$890 ﹤0.01%
6
763
$872 ﹤0.01%
+12
764
$859 ﹤0.01%
+50
765
$847 ﹤0.01%
220
766
$809 ﹤0.01%
+8
767
$788 ﹤0.01%
265
768
$764 ﹤0.01%
107
769
$759 ﹤0.01%
54
770
$740 ﹤0.01%
29
771
$731 ﹤0.01%
18
772
$722 ﹤0.01%
16
773
$700 ﹤0.01%
50
774
$692 ﹤0.01%
18
+6
775
$691 ﹤0.01%
8
29 30
31
32 33