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
176
$160K 0.02%
671
-19
177
$155K 0.02%
1,288
-45
178
$155K 0.02%
4,845
179
$154K 0.02%
1,406
+64
180
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920
-10
181
$152K 0.02%
1,197
-100
182
$149K 0.02%
456
+47
183
$149K 0.02%
978
+26
184
$148K 0.02%
2,392
+632
185
$147K 0.02%
5,301
-795
186
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319
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187
$147K 0.02%
983
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188
$147K 0.02%
766
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189
$146K 0.02%
423
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190
$146K 0.02%
3,841
-489
191
$145K 0.02%
4,640
192
$142K 0.02%
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193
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194
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2,100
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195
$138K 0.02%
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-48
196
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200
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197
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202
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198
$136K 0.02%
9,943
-5,930
199
$134K 0.02%
467
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200
$133K 0.02%
2,543
+143
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