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
151
$212K 0.03%
5,190
-170
152
$212K 0.03%
2,135
-149
153
$210K 0.03%
10,192
154
$202K 0.03%
1,727
+10
155
$202K 0.03%
10,472
-161
156
$201K 0.03%
2,878
-135
157
$199K 0.03%
3,009
158
$199K 0.03%
1,476
+17
159
$198K 0.03%
3,267
-1,469
160
$194K 0.03%
3,167
-205
161
$192K 0.03%
1,901
-42
162
$191K 0.03%
10,550
163
$189K 0.03%
2,057
+340
164
$188K 0.03%
5,027
+53
165
$186K 0.03%
1,138
-45
166
$185K 0.03%
3,956
-607
167
$185K 0.03%
3,736
168
$179K 0.03%
6,276
-442
169
$177K 0.03%
2,116
-78
170
$175K 0.03%
855
-100
171
$172K 0.03%
942
+220
172
$171K 0.03%
2,470
-129
173
$171K 0.03%
977
-80
174
$167K 0.02%
6,000
175
$166K 0.02%
526
-80
5 6
7
8 9