CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
+7.71%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$492M
AUM Growth
+$68.6M
(+16%)
Cap. Flow
+$39.8M
Cap. Flow
% of AUM
8.09%
Top 10 Holdings %
Top 10 Hldgs %
76.94%
Holding
481
New
73
Increased
123
Reduced
50
Closed
66
Top Buys
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
+$8.25M |
| 2 |
Vanguard ESG International Stock ETF
VSGX
|
+$7.36M |
| 3 |
Moody's
MCO
|
+$5.97M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$3.8M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.53M |
Top Sells
| 1 |
Pennant Group
PNTG
|
+$889K |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$777K |
| 3 |
iShares Russell 3000 ETF
IWV
|
+$471K |
| 4 |
Apple
AAPL
|
+$282K |
| 5 |
Tesla
TSLA
|
+$274K |
Sector Composition
| 1 | Healthcare | 27.1% |
| 2 | Technology | 4.61% |
| 3 | Energy | 3% |
| 4 | Financials | 2.87% |
| 5 | Consumer Discretionary | 2.82% |
