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
76
$585K 0.09%
3,797
+968
77
$560K 0.08%
5,595
+305
78
$558K 0.08%
6,468
-3,729
79
$550K 0.08%
4,433
80
$546K 0.08%
2,430
-19
81
$527K 0.08%
59,738
82
$527K 0.08%
3,307
-13
83
$527K 0.08%
3,642
+6
84
$514K 0.08%
1,415
+301
85
$498K 0.07%
5,165
-69
86
$494K 0.07%
9,052
-13
87
$492K 0.07%
11,228
+4,379
88
$480K 0.07%
2,037
-11
89
$443K 0.06%
3,422
+214
90
$442K 0.06%
5,990
-434
91
$440K 0.06%
2,202
-239
92
$440K 0.06%
5,702
-391
93
$423K 0.06%
1,224
+17
94
$422K 0.06%
6,580
+1,160
95
$421K 0.06%
1,375
-82
96
$416K 0.06%
3,364
97
$414K 0.06%
156
+20
98
$411K 0.06%
2,651
+130
99
$403K 0.06%
35,070
-592,180
100
$387K 0.06%
1,935
-142
2 3
4
5 6