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
126
$50.8K 0.01%
965
-76
127
$49.3K 0.01%
370
128
$49.2K 0.01%
683
129
$49K 0.01%
891
130
$48.5K 0.01%
1,860
+1,390
131
$46.3K 0.01%
895
-120
132
$42.8K 0.01%
1,966
133
$42.6K 0.01%
+1,830
134
$41.6K 0.01%
+2,000
135
$41.3K 0.01%
1,647
+80
136
$40.5K 0.01%
1,321
137
$39.6K 0.01%
300
138
$37.1K 0.01%
583
-1,372
139
$36.8K 0.01%
404
140
$36.6K 0.01%
704
141
$35.3K 0.01%
260
+78
142
$33.4K 0.01%
+238
143
$32.6K 0.01%
1,458
-2,592
144
$31.8K 0.01%
1,366
145
$30.9K ﹤0.01%
482
146
$30.8K ﹤0.01%
604
147
$29.4K ﹤0.01%
8,074
148
$27.8K ﹤0.01%
1,340
149
$27.4K ﹤0.01%
+249
150
$27K ﹤0.01%
4,869
4 5
6
7 8