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
251
$79K 0.01%
60
-92
252
$78.6K 0.01%
1,870
-860
253
$78K 0.01%
366
+36
254
$77.2K 0.01%
4,153
255
$77.1K 0.01%
4,517
256
$77.1K 0.01%
2,355
-1,308
257
$76.8K 0.01%
1,021
-550
258
$75.6K 0.01%
1,319
-3,216
259
$75.5K 0.01%
832
+170
260
$75.1K 0.01%
341
-132
261
$74.7K 0.01%
476
+14
262
$73.9K 0.01%
104
-55
263
$73.2K 0.01%
945
-75
264
$73K 0.01%
15,834
-500
265
$72.1K 0.01%
2,600
-550
266
$71.7K 0.01%
325
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267
$69.4K 0.01%
48
-4
268
$69.3K 0.01%
1,669
-270
269
$69.1K 0.01%
332
-67
270
$68.8K 0.01%
811
271
$68.1K 0.01%
318
272
$67.2K 0.01%
1,996
-179
273
$67.2K 0.01%
1,176
-372
274
$66.8K 0.01%
811
275
$66.4K 0.01%
400
-11
9 10
11
12 13