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
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$17.8M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$4.35M
5
AMD icon
Advanced Micro Devices
AMD
+$4.04M

Top Sells

1
+$795K
2
+$692K
3
+$574K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$123K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$88.1K

Sector Composition

1 Healthcare 21.35%
2 Financials 7.74%
3 Technology 6.78%
4 Consumer Discretionary 4.25%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$100K 0.02%
2,730
+510
227
$98K 0.02%
828
+53
228
$96K 0.02%
1,556
229
$96K 0.02%
1,531
230
$96K 0.02%
366
+12
231
$95K 0.02%
3,150
+950
232
$94K 0.02%
5,237
233
$93K 0.02%
826
+127
234
$92K 0.02%
343
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235
$92K 0.02%
640
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236
$92K 0.02%
4,593
+10
237
$92K 0.02%
568
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238
$91K 0.02%
1,360
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239
$91K 0.02%
1,586
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240
$87K 0.02%
159
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241
$87K 0.02%
399
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242
$86K 0.02%
464
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243
$86K 0.02%
292
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244
$85K 0.02%
473
-5
245
$84K 0.02%
302
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246
$83K 0.02%
575
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247
$82K 0.01%
554
-20
248
$82K 0.01%
780
-115
249
$82K 0.01%
1,249
250
$80K 0.01%
1,181
+10
8 9
10
11 12