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
126
$275K 0.04%
2,826
-156
127
$273K 0.04%
1,222
-215
128
$272K 0.04%
15,650
+728
129
$271K 0.04%
2,462
-500
130
$267K 0.04%
2,173
-69
131
$260K 0.04%
1,873
-426
132
$251K 0.04%
1,311
+184
133
$250K 0.04%
2,257
-265
134
$248K 0.04%
2,828
-357
135
$248K 0.04%
1,168
+97
136
$247K 0.04%
3,234
-1,133
137
$246K 0.04%
1,714
-145
138
$246K 0.04%
1,322
-88
139
$240K 0.04%
1,029
-6
140
$240K 0.03%
7,546
-347
141
$234K 0.03%
4,050
+43
142
$231K 0.03%
1,150
+335
143
$227K 0.03%
1,496
144
$223K 0.03%
5,733
-78
145
$223K 0.03%
1,345
-273
146
$222K 0.03%
6,787
-706
147
$220K 0.03%
1,133
-126
148
$215K 0.03%
454
-4
149
$214K 0.03%
87
-14
150
$214K 0.03%
11,844
4 5
6
7 8