CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
-3.43%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$578M
AUM Growth
-$134M
(-19%)
Cap. Flow
-$114M
Cap. Flow
% of AUM
-19.63%
Top 10 Holdings %
Top 10 Hldgs %
69.47%
Holding
946
New
78
Increased
125
Reduced
90
Closed
366
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.27M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.8M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.47M |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
$1.33M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.28M |
Top Sells
| 1 |
Chevron
CVX
|
$16.3M |
| 2 |
Microsoft
MSFT
|
$15.8M |
| 3 |
Tesla
TSLA
|
$13.9M |
| 4 |
Apple
AAPL
|
$12.8M |
| 5 |
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% |
