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
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$117K 0.01%
+715
252
$116K 0.01%
+1,512
253
$115K 0.01%
+3,494
254
$115K 0.01%
2,680
255
$114K 0.01%
3,923
+3,908
256
$114K 0.01%
+1,263
257
$114K 0.01%
330
258
$110K 0.01%
+1,605
259
$109K 0.01%
+420
260
$109K 0.01%
+8,700
261
$109K 0.01%
902
-50
262
$109K 0.01%
+1,120
263
$107K 0.01%
452
-135
264
$107K 0.01%
1,390
265
$106K 0.01%
3,093
+2,932
266
$104K 0.01%
+1,284
267
$103K 0.01%
+1,600
268
$103K 0.01%
+1,324
269
$103K 0.01%
+580
270
$101K 0.01%
+13,834
271
$101K 0.01%
+278
272
$100K 0.01%
+736
273
$99.7K 0.01%
928
-1,298
274
$98.5K 0.01%
+1,147
275
$98.1K 0.01%
+7,000
9 10
11
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