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
151
$44.2K 0.01%
891
152
$43.8K 0.01%
1,321
153
$43.5K 0.01%
515
+200
154
$43.3K 0.01%
+400
155
$40.6K 0.01%
639
156
$40K 0.01%
1,966
157
$39.9K 0.01%
561
-6
158
$39.4K 0.01%
468
159
$38K 0.01%
571
-75
160
$37.4K 0.01%
725
161
$37.3K 0.01%
404
162
$36.8K 0.01%
370
163
$36.5K 0.01%
229
+71
164
$36K 0.01%
180
-3
165
$35.1K 0.01%
300
166
$34.8K 0.01%
+704
167
$34.5K 0.01%
932
+53
168
$34.1K 0.01%
244
-772
169
$33.8K 0.01%
304
+51
170
$33.3K 0.01%
8,074
171
$32.2K 0.01%
515
172
$30.5K 0.01%
1,003
+919
173
$29.4K 0.01%
527
+261
174
$29.3K 0.01%
322
+260
175
$29.1K 0.01%
1,366
5 6
7
8 9