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
$630M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,346
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.19M
3
+$6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.85M

Top Sells

1
+$3.75M
2
+$3.16M
3
+$1.94M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M

Sector Composition

1 Healthcare 21.68%
2 Financials 7.07%
3 Technology 4.8%
4 Energy 3.71%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$92.4K 0.01%
1,833
+15
227
$91.3K 0.01%
1,875
+940
228
$91.2K 0.01%
2,092
+497
229
$90.4K 0.01%
1,257
+6
230
$90.1K 0.01%
1,150
+187
231
$90.1K 0.01%
549
+113
232
$89.5K 0.01%
4,339
+2,973
233
$87.8K 0.01%
2,000
234
$87.6K 0.01%
1,249
235
$87.3K 0.01%
1,406
236
$84.9K 0.01%
265
-37
237
$84.6K 0.01%
1,439
-147
238
$84K 0.01%
1,242
239
$83.8K 0.01%
1,191
+10
240
$83.3K 0.01%
1,490
-62
241
$82.1K 0.01%
3,308
-9
242
$81.6K 0.01%
3,448
+84
243
$81.5K 0.01%
720
244
$81.1K 0.01%
468
-86
245
$81K 0.01%
270
-73
246
$80.6K 0.01%
797
-1,371
247
$80.1K 0.01%
+2,170
248
$79.9K 0.01%
1,779
-85
249
$79.5K 0.01%
6,970
250
$79.4K 0.01%
320
-174
8 9
10
11 12