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
151
$8K ﹤0.01%
184
152
$7K ﹤0.01%
75
153
$7K ﹤0.01%
+92
154
$7K ﹤0.01%
500
155
$6K ﹤0.01%
300
156
$6K ﹤0.01%
519
157
$6K ﹤0.01%
108
158
$5K ﹤0.01%
810
159
$4K ﹤0.01%
37
160
$4K ﹤0.01%
33
-35
161
$4K ﹤0.01%
3,600
162
$3K ﹤0.01%
27
163
$3K ﹤0.01%
36
164
$2K ﹤0.01%
158
165
$2K ﹤0.01%
+98
166
$2K ﹤0.01%
233
167
$2K ﹤0.01%
120
168
$2K ﹤0.01%
23
169
$2K ﹤0.01%
50
-2
170
$1K ﹤0.01%
1,000
171
$1K ﹤0.01%
35
172
$1K ﹤0.01%
19
173
$1K ﹤0.01%
54
174
$1K ﹤0.01%
145
175
– –
-84
5 6
7
8 9