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
126
$59.8K 0.01%
720
127
$59K 0.01%
1,081
+50
128
$58.9K 0.01%
352
+1
129
$58.8K 0.01%
250
130
$58.3K 0.01%
818
-100
131
$58.2K 0.01%
790
132
$58.2K 0.01%
2,149
-1
133
$55.4K 0.01%
1,092
134
$55.2K 0.01%
433
135
$55K 0.01%
2,419
-242
136
$54.4K 0.01%
600
137
$51.3K 0.01%
517
+3
138
$50.3K 0.01%
640
+225
139
$50.2K 0.01%
405
-5
140
$49.9K 0.01%
1,011
141
$49.5K 0.01%
390
142
$49.3K 0.01%
1,041
-118
143
$48K 0.01%
301
+79
144
$47K 0.01%
683
-860
145
$46.7K 0.01%
1,413
-1
146
$46.6K 0.01%
+1,015
147
$46.4K 0.01%
1,000
148
$46.3K 0.01%
1,000
149
$46.2K 0.01%
1,598
150
$45.7K 0.01%
+1,567
4 5
6
7 8