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
$168M
AUM Growth
-$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.22M
3
+$1.54M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$859K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$761K

Top Sells

1
+$1.66M
2
+$844K
3
+$831K
4
AMZN icon
Amazon
AMZN
+$304K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$286K

Sector Composition

1 Communication Services 31.83%
2 Energy 5.79%
3 Technology 3.25%
4 Financials 2.13%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$64K 0.04%
1,200
-74
77
$62K 0.04%
2,026
78
$62K 0.04%
218
79
$61K 0.04%
426
-1
80
$61K 0.04%
440
81
$60K 0.04%
5,837
82
$55K 0.03%
1,397
83
$55K 0.03%
8,360
84
$55K 0.03%
839
-469
85
$54K 0.03%
328
86
$54K 0.03%
2,000
87
$53K 0.03%
2,310
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88
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1,000
89
$51K 0.03%
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90
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91
$50K 0.03%
440
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92
$49K 0.03%
400
93
$48K 0.03%
598
94
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95
$47K 0.03%
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96
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134
97
$45K 0.03%
220
98
$43K 0.03%
960
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99
$42K 0.03%
470
100
$37K 0.02%
1,077
2 3
4
5 6