CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
-5.68%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$423M
AUM Growth
+$20.1M
(+5%)
Cap. Flow
+$50.5M
Cap. Flow
% of AUM
11.93%
Top 10 Holdings %
Top 10 Hldgs %
79.41%
Holding
488
New
14
Increased
46
Reduced
63
Closed
80
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
$22.2M |
| 2 |
Vanguard ESG International Stock ETF
VSGX
|
$20.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.35M |
| 4 |
Microsoft
MSFT
|
$2.79M |
| 5 |
Invesco Preferred ETF
PGX
|
$1.91M |
Top Sells
| 1 |
Apple
AAPL
|
$1.66M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.13M |
| 3 |
Costco
COST
|
$183K |
| 4 |
Snap
SNAP
|
$150K |
| 5 |
iShares Select Dividend ETF
DVY
|
$77.3K |
Sector Composition
| 1 | Healthcare | 30.19% |
| 2 | Technology | 4.37% |
| 3 | Energy | 2.89% |
| 4 | Consumer Discretionary | 2.64% |
| 5 | Financials | 1.71% |
