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
101
$379K 0.06%
1,065
-57
102
$365K 0.05%
818
-90
103
$364K 0.05%
7,404
-27
104
$363K 0.05%
9,561
105
$360K 0.05%
5,628
106
$357K 0.05%
719
-31
107
$353K 0.05%
1,061
108
$350K 0.05%
3,981
-9
109
$348K 0.05%
17,580
+20
110
$346K 0.05%
21,675
+63
111
$342K 0.05%
2,791
+84
112
$342K 0.05%
1,224
+234
113
$335K 0.05%
10,794
114
$332K 0.05%
1,451
-45
115
$324K 0.05%
944
+154
116
$322K 0.05%
3,400
+24
117
$313K 0.05%
1,295
-45
118
$309K 0.05%
2,310
+30
119
$307K 0.04%
1,076
-7
120
$307K 0.04%
6,237
+5,300
121
$302K 0.04%
5,145
+5,112
122
$297K 0.04%
16,635
123
$291K 0.04%
2,758
+977
124
$289K 0.04%
5,725
-35
125
$275K 0.04%
2,722
-104
3 4
5
6 7