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
$308M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.72M
3
+$2.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.13M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.75M

Top Sells

1
+$30.6M
2
+$2.42M
3
+$448K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$434K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$196K

Sector Composition

1 Communication Services 52.55%
2 Energy 6.01%
3 Technology 2.84%
4 Financials 2.32%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$73K 0.02%
1,000
127
$71K 0.02%
1,739
128
$70K 0.02%
836
+2
129
$68K 0.02%
737
+123
130
$66K 0.02%
1,212
+252
131
$66K 0.02%
1,400
+1,100
132
$65K 0.02%
598
133
$64K 0.02%
2,341
134
$64K 0.02%
427
135
$62K 0.02%
799
136
$62K 0.02%
500
137
$59K 0.02%
1,613
138
$55K 0.02%
1,009
+96
139
$54K 0.02%
+498
140
$54K 0.02%
+2,000
141
$52K 0.02%
+400
142
$51K 0.02%
+495
143
$49K 0.02%
440
144
$49K 0.02%
134
145
$48K 0.02%
720
146
$46K 0.02%
1,077
147
$45K 0.01%
244
+22
148
$44K 0.01%
541
+66
149
$44K 0.01%
1,000
150
$42K 0.01%
+891
4 5
6
7 8