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
$632M
AUM Growth
+$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$3.66M
3
+$2.35M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$830K

Top Sells

1
+$8.51M
2
+$3.54M
3
+$2.97M
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$2.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.15M

Sector Composition

1 Healthcare 24.06%
2 Financials 5.63%
3 Industrials 0.62%
4 Materials 0.16%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$103K 0.02%
330
102
$91K 0.01%
+996
103
$88.9K 0.01%
3,586
+120
104
$88K 0.01%
+4,260
105
$86K 0.01%
4,517
106
$82.7K 0.01%
6,970
107
$82.5K 0.01%
811
108
$82.4K 0.01%
+876
109
$81.5K 0.01%
811
110
$79.1K 0.01%
1,669
111
$73.3K 0.01%
+3,070
112
$72.9K 0.01%
1,298
+13
113
$69.1K 0.01%
+853
114
$69.1K 0.01%
720
115
$68K 0.01%
858
116
$67.1K 0.01%
1,244
+14
117
$65.7K 0.01%
1,800
118
$65.1K 0.01%
+658
119
$62.7K 0.01%
250
120
$60.7K 0.01%
600
121
$59.4K 0.01%
433
122
$56.9K 0.01%
792
+2
123
$54.9K 0.01%
+570
124
$54.7K 0.01%
640
125
$53.1K 0.01%
+870
3 4
5
6 7