CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
+5.61%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$228M
AUM Growth
+$10.9M
(+5%)
Cap. Flow
-$373K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
80.43%
Holding
293
New
68
Increased
42
Reduced
51
Closed
31
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$2.81M |
| 2 |
Vanguard ESG International Stock ETF
VSGX
|
$1.88M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$967K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$759K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$521K |
Top Sells
| 1 |
PS
Pluralsight, Inc. Class A Common Stock
PS
|
$1.55M |
| 2 |
SEMG
SEMGROUP CORPORATION
SEMG
|
$1.31M |
| 3 |
Apple
AAPL
|
$821K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$721K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$448K |
Sector Composition
| 1 | Communication Services | 36.66% |
| 2 | Energy | 7.07% |
| 3 | Technology | 3.06% |
| 4 | Financials | 2.27% |
| 5 | Consumer Discretionary | 0.99% |
