CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
+1.87%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$892M
AUM Growth
+$34.3M
(+4%)
Cap. Flow
+$21.5M
Cap. Flow
% of AUM
2.41%
Top 10 Holdings %
Top 10 Hldgs %
54.65%
Holding
1,057
New
130
Increased
281
Reduced
214
Closed
121
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.5M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$3.4M |
| 3 |
Vanguard Total Bond Market
BND
|
$3M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.35M |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$1.68M |
Top Sells
| 1 |
Vanguard ESG International Stock ETF
VSGX
|
$1.65M |
| 2 |
Moody's
MCO
|
$950K |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$689K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$682K |
| 5 |
Arista Networks
ANET
|
$627K |
Sector Composition
| 1 | Healthcare | 18.49% |
| 2 | Technology | 7.48% |
| 3 | Financials | 6.62% |
| 4 | Energy | 2.89% |
| 5 | Consumer Discretionary | 2.77% |
