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
101
$112K 0.02%
1,875
102
$111K 0.02%
13,850
-1,998
103
$110K 0.02%
+627
104
$110K 0.02%
1,075
105
$109K 0.02%
1,455
+809
106
$100K 0.02%
1,342
107
$92.5K 0.02%
1,406
108
$89.9K 0.02%
330
109
$83K 0.01%
2,373
110
$83K 0.01%
4,050
-103
111
$83K 0.01%
3,466
112
$80.3K 0.01%
1,451
113
$76.9K 0.01%
4,517
114
$76.2K 0.01%
6,970
115
$74.9K 0.01%
811
116
$73K 0.01%
811
117
$72.7K 0.01%
1,669
118
$72.3K 0.01%
3,830
119
$70K 0.01%
270
120
$69.8K 0.01%
676
-1
121
$66.7K 0.01%
+1,285
122
$64.6K 0.01%
+645
123
$62.2K 0.01%
1,230
+14
124
$62K 0.01%
858
125
$60.2K 0.01%
1,800
3 4
5
6 7