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
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.36M
3
+$5.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$889K
2
+$777K
3
+$471K
4
AAPL icon
Apple
AAPL
+$282K
5
TSLA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
2,800
227
$31K 0.01%
+700
228
$30K 0.01%
181
+33
229
$30K 0.01%
637
230
$29K 0.01%
515
231
$29K 0.01%
1,316
232
$29K 0.01%
493
233
$28K 0.01%
+95
234
$28K 0.01%
+330
235
$28K 0.01%
431
236
$28K 0.01%
+269
237
$27K 0.01%
131
+100
238
$27K 0.01%
70
239
$26K 0.01%
+405
240
$26K 0.01%
602
241
$26K 0.01%
300
242
$25K 0.01%
144
+23
243
$24K ﹤0.01%
127
-16
244
$24K ﹤0.01%
490
245
$23K ﹤0.01%
76
-12
246
$23K ﹤0.01%
+414
247
$23K ﹤0.01%
284
+183
248
$23K ﹤0.01%
+590
249
$23K ﹤0.01%
120
250
$23K ﹤0.01%
444
-150
8 9
10
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