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
201
$132K 0.02%
7,200
202
$131K 0.02%
2,646
-94
203
$129K 0.02%
565
+313
204
$129K 0.02%
451
-110
205
$129K 0.02%
1,723
+1,016
206
$127K 0.02%
2,390
+520
207
$124K 0.02%
1,191
-49
208
$123K 0.02%
2,343
209
$121K 0.02%
579
-40
210
$120K 0.02%
2,022
+703
211
$120K 0.02%
1,293
212
$118K 0.02%
1,278
+446
213
$116K 0.02%
2,418
-991
214
$114K 0.02%
608
-25
215
$110K 0.02%
483
+15
216
$110K 0.02%
1,428
+706
217
$110K 0.02%
1,451
-39
218
$109K 0.02%
2,920
+1,634
219
$108K 0.02%
1,345
+400
220
$106K 0.02%
1,390
221
$106K 0.02%
692
-29
222
$106K 0.02%
2,311
-70
223
$104K 0.02%
2,332
-106
224
$104K 0.02%
527
-22
225
$104K 0.02%
1,875
7 8
9
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