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
176
$15.9K ﹤0.01%
1,750
177
$15.6K ﹤0.01%
245
178
$14.9K ﹤0.01%
957
179
$14.7K ﹤0.01%
194
+4
180
$14.3K ﹤0.01%
400
181
$14.3K ﹤0.01%
367
+1
182
$13.9K ﹤0.01%
254
183
$13.9K ﹤0.01%
1,449
+1
184
$13.6K ﹤0.01%
200
185
$13.4K ﹤0.01%
316
186
$13.3K ﹤0.01%
171
-100
187
$13.3K ﹤0.01%
340
188
$13.2K ﹤0.01%
162
-20
189
$13.1K ﹤0.01%
+75
190
$13K ﹤0.01%
+29
191
$12.8K ﹤0.01%
399
+12
192
$12.6K ﹤0.01%
+291
193
$12.6K ﹤0.01%
398
194
$12.5K ﹤0.01%
+98
195
$12.3K ﹤0.01%
+343
196
$12.1K ﹤0.01%
154
-205
197
$11.9K ﹤0.01%
+101
198
$11.9K ﹤0.01%
305
-2,068
199
$11.9K ﹤0.01%
130
200
$11.8K ﹤0.01%
80
6 7
8
9 10