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
151
$25.8K ﹤0.01%
493
+153
152
$25.1K ﹤0.01%
1,316
153
$24.9K ﹤0.01%
2,173
154
$23.9K ﹤0.01%
895
-1,524
155
$23.8K ﹤0.01%
385
156
$23.7K ﹤0.01%
738
157
$23.7K ﹤0.01%
299
-519
158
$22.7K ﹤0.01%
425
159
$22.5K ﹤0.01%
291
-1,164
160
$22.3K ﹤0.01%
277
161
$21.9K ﹤0.01%
1,292
+294
162
$21.1K ﹤0.01%
612
-391
163
$20.4K ﹤0.01%
428
164
$20.3K ﹤0.01%
+1,061
165
$20K ﹤0.01%
1,470
-45
166
$19.8K ﹤0.01%
2,800
167
$19.4K ﹤0.01%
888
168
$19.2K ﹤0.01%
512
-145
169
$18.9K ﹤0.01%
382
-13
170
$18K ﹤0.01%
115
-129
171
$17.9K ﹤0.01%
340
172
$17K ﹤0.01%
1,945
173
$16.8K ﹤0.01%
1,134
174
$16.3K ﹤0.01%
950
175
$16.2K ﹤0.01%
286
-241
5 6
7
8 9