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
776
$686 ﹤0.01%
+20
777
$679 ﹤0.01%
43
+26
778
$636 ﹤0.01%
24
779
$549 ﹤0.01%
+662
780
$500 ﹤0.01%
6
781
$481 ﹤0.01%
14
-22
782
$419 ﹤0.01%
21
783
$402 ﹤0.01%
30
784
$390 ﹤0.01%
+2
785
$389 ﹤0.01%
15
786
$296 ﹤0.01%
25
+9
787
$269 ﹤0.01%
+2
788
$257 ﹤0.01%
45
789
$252 ﹤0.01%
6
-402
790
$250 ﹤0.01%
+9
791
$246 ﹤0.01%
+6
792
$217 ﹤0.01%
1
-23
793
$205 ﹤0.01%
15
794
$198 ﹤0.01%
10
795
$185 ﹤0.01%
10
796
$180 ﹤0.01%
1
797
$169 ﹤0.01%
6
798
$167 ﹤0.01%
8
799
$163 ﹤0.01%
11
800
$145 ﹤0.01%
20
30 31
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33 34