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
251
$80K 0.01%
1,818
+158
252
$80K 0.01%
16,334
253
$79K 0.01%
1,564
+137
254
$79K 0.01%
3,317
-332
255
$78K 0.01%
2,000
256
$77K 0.01%
6,970
257
$77K 0.01%
1,020
258
$76K 0.01%
1,864
+625
259
$75K 0.01%
2,109
+207
260
$75K 0.01%
4,153
261
$75K 0.01%
3,364
262
$74K 0.01%
268
+44
263
$73K 0.01%
443
+15
264
$73K 0.01%
440
+120
265
$72K 0.01%
437
+51
266
$72K 0.01%
200
+62
267
$71K 0.01%
616
+31
268
$71K 0.01%
633
+232
269
$71K 0.01%
1,548
270
$71K 0.01%
330
271
$70K 0.01%
1,251
+341
272
$70K 0.01%
145
+19
273
$70K 0.01%
310
+72
274
$69K 0.01%
1,552
+670
275
$69K 0.01%
224
+157
9 10
11
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