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
201
$11.4K ﹤0.01%
+285
202
$11.3K ﹤0.01%
850
203
$11.1K ﹤0.01%
+26
204
$10.9K ﹤0.01%
+1,113
205
$10.6K ﹤0.01%
+185
206
$10.4K ﹤0.01%
456
+6
207
$10.1K ﹤0.01%
251
208
$10K ﹤0.01%
100
209
$10K ﹤0.01%
431
210
$9.83K ﹤0.01%
100
211
$9.69K ﹤0.01%
+253
212
$9.62K ﹤0.01%
299
213
$9.21K ﹤0.01%
850
+59
214
$9.17K ﹤0.01%
+106
215
$9.11K ﹤0.01%
255
216
$9.02K ﹤0.01%
+33
217
$8.79K ﹤0.01%
100
218
$8.71K ﹤0.01%
+296
219
$8.38K ﹤0.01%
+240
220
$8.3K ﹤0.01%
+199
221
$8.19K ﹤0.01%
+14
222
$8.04K ﹤0.01%
+91
223
$7.81K ﹤0.01%
5,540
224
$7.7K ﹤0.01%
41
-188
225
$7.7K ﹤0.01%
150
7 8
9
10 11