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
201
$19.6K ﹤0.01%
119
+1
202
$19.4K ﹤0.01%
428
+8
203
$19.3K ﹤0.01%
957
204
$18.9K ﹤0.01%
395
-70
205
$18.2K ﹤0.01%
+718
206
$17.9K ﹤0.01%
504
+4
207
$17.8K ﹤0.01%
205
208
$17.1K ﹤0.01%
340
-517
209
$16.6K ﹤0.01%
+334
210
$16.5K ﹤0.01%
425
211
$16.4K ﹤0.01%
281
+251
212
$16.3K ﹤0.01%
305
213
$16K ﹤0.01%
950
214
$15.5K ﹤0.01%
500
215
$15.1K ﹤0.01%
994
+3
216
$14.7K ﹤0.01%
210
+19
217
$14.4K ﹤0.01%
1,945
218
$14.2K ﹤0.01%
908
+8
219
$14.1K ﹤0.01%
245
220
$13.8K ﹤0.01%
1,134
221
$13.7K ﹤0.01%
1,750
222
$13.5K ﹤0.01%
+340
223
$13.4K ﹤0.01%
254
224
$13.1K ﹤0.01%
190
225
$13.1K ﹤0.01%
1,448
7 8
9
10 11