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
251
$68.5K 0.01%
2,510
-1,320
252
$68.2K 0.01%
67
-133
253
$68.1K 0.01%
+1,342
254
$67.9K 0.01%
2,137
255
$65.8K 0.01%
1,754
-1,407
256
$65.8K 0.01%
1,087
-309
257
$65.3K 0.01%
708
+124
258
$64.9K 0.01%
710
259
$63.6K 0.01%
264
-74
260
$63.4K 0.01%
250
261
$62.1K 0.01%
514
+5
262
$61.9K 0.01%
818
-452
263
$60.8K 0.01%
722
264
$59.9K 0.01%
+527
265
$59K 0.01%
1,108
-275
266
$58.8K 0.01%
1,414
-46
267
$57.8K 0.01%
853
268
$57.7K 0.01%
720
269
$57.7K 0.01%
355
270
$57.6K 0.01%
965
271
$56.8K 0.01%
668
272
$55.4K 0.01%
717
-128
273
$55.4K 0.01%
900
274
$55.1K 0.01%
+1,091
275
$52.7K 0.01%
570
9 10
11
12 13