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
$725M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.2M
3
+$15.9M
4
PACS icon
PACS Group
PACS
+$14.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.47M

Top Sells

1
+$145M
2
+$35.1M
3
+$19.3M
4
TSLA icon
Tesla
TSLA
+$2.44M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.13M

Sector Composition

1 Financials 8.29%
2 Technology 5.05%
3 Consumer Discretionary 3.18%
4 Healthcare 3.1%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$83K 0.01%
1,097
-366
227
$82.5K 0.01%
313
-90
228
$81.9K 0.01%
1,000
229
$80.9K 0.01%
440
-34
230
$80.6K 0.01%
1,653
231
$80.4K 0.01%
1,055
-402
232
$79.9K 0.01%
1,669
233
$79.9K 0.01%
1,976
+293
234
$79.4K 0.01%
313
-154
235
$77.6K 0.01%
702
-1,030
236
$77.6K 0.01%
846
-2
237
$77.5K 0.01%
5,000
238
$77.5K 0.01%
1,134
239
$76.6K 0.01%
1,406
240
$75.4K 0.01%
775
241
$75.2K 0.01%
1,800
242
$74.9K 0.01%
400
243
$73.7K 0.01%
1,410
+8
244
$73.5K 0.01%
+1,128
245
$71.1K 0.01%
1,249
246
$71.1K 0.01%
909
-171
247
$70.8K 0.01%
433
248
$70.5K 0.01%
870
249
$69.3K 0.01%
188
-105
250
$69.2K 0.01%
11,543
8 9
10
11 12