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
$578M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.8M
3
+$1.47M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.33M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.28M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$12.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M

Sector Composition

1 Healthcare 21.14%
2 Financials 6.03%
3 Technology 0.34%
4 Energy 0.3%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$162K 0.03%
8,844
-3,000
77
$162K 0.03%
1,506
-125
78
$157K 0.03%
1,681
-13
79
$151K 0.03%
994
+42
80
$149K 0.03%
1,406
81
$149K 0.03%
6,000
82
$148K 0.03%
4,640
83
$147K 0.03%
1,423
-713
84
$145K 0.03%
9,943
85
$142K 0.02%
3,562
86
$135K 0.02%
2,665
87
$134K 0.02%
861
+1
88
$132K 0.02%
7,200
89
$127K 0.02%
1,690
+300
90
$127K 0.02%
2,162
-191
91
$126K 0.02%
785
92
$124K 0.02%
468
-15
93
$124K 0.02%
4,524
+2,201
94
$123K 0.02%
1,518
+268
95
$123K 0.02%
3,522
-6
96
$122K 0.02%
608
97
$122K 0.02%
4,845
98
$121K 0.02%
2,280
-220
99
$119K 0.02%
12,149
+4,883
100
$114K 0.02%
1,955
-206
2 3
4
5 6