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
126
$20K 0.01%
2,800
127
$20K 0.01%
1,316
128
$18K 0.01%
1,556
129
$18K 0.01%
1,805
-15,432
130
$18K 0.01%
140
131
$17K 0.01%
221
132
$17K 0.01%
375
133
$14K 0.01%
200
134
$14K 0.01%
574
+519
135
$13K 0.01%
264
-54
136
$13K 0.01%
100
137
$13K 0.01%
1,200
138
$12K 0.01%
1,000
139
$12K 0.01%
300
140
$12K 0.01%
124
-23
141
$11K 0.01%
185
142
$10K 0.01%
311
143
$10K 0.01%
131
144
$10K 0.01%
490
145
$9K 0.01%
306
-88
146
$9K 0.01%
112
147
$8K ﹤0.01%
97
-40
148
$8K ﹤0.01%
8,074
149
$8K ﹤0.01%
3,910
150
$8K ﹤0.01%
235
-153
4 5
6
7 8