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
176
$29.1K 0.01%
604
177
$29K 0.01%
110
-5
178
$28K ﹤0.01%
482
-350
179
$27K ﹤0.01%
1,689
-2,600
180
$26.6K ﹤0.01%
359
-51
181
$25.3K ﹤0.01%
277
182
$24.9K ﹤0.01%
2,291
+195
183
$24.8K ﹤0.01%
657
184
$23.9K ﹤0.01%
1,515
185
$23.8K ﹤0.01%
2,173
-21,384
186
$23.8K ﹤0.01%
1,340
187
$23.6K ﹤0.01%
+738
188
$23.5K ﹤0.01%
1,316
189
$23.3K ﹤0.01%
385
190
$23.3K ﹤0.01%
551
191
$23.3K ﹤0.01%
236
-69
192
$22.4K ﹤0.01%
200
193
$22.4K ﹤0.01%
4,869
194
$22.3K ﹤0.01%
182
195
$21.1K ﹤0.01%
490
196
$20.9K ﹤0.01%
2,800
197
$20.3K ﹤0.01%
888
198
$19.8K ﹤0.01%
182
199
$19.7K ﹤0.01%
+108
200
$19.6K ﹤0.01%
271
6 7
8
9 10