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
101
$36K 0.02%
195
102
$35K 0.02%
474
103
$35K 0.02%
935
104
$33K 0.02%
1,792
105
$33K 0.02%
891
106
$31K 0.02%
326
107
$31K 0.02%
1,513
108
$30K 0.02%
789
-78
109
$28K 0.02%
270
110
$26K 0.02%
766
111
$26K 0.02%
278
112
$26K 0.02%
180
113
$26K 0.02%
2,657
114
$26K 0.02%
490
-2
115
$26K 0.02%
257
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116
$25K 0.01%
185
117
$24K 0.01%
244
-541
118
$24K 0.01%
2,004
+4
119
$24K 0.01%
825
-1,170
120
$23K 0.01%
475
121
$23K 0.01%
605
122
$22K 0.01%
145
-530
123
$22K 0.01%
196
-25
124
$22K 0.01%
300
125
$21K 0.01%
245
-407
3 4
5
6 7