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
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.36M
3
+$5.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$889K
2
+$777K
3
+$471K
4
AAPL icon
Apple
AAPL
+$282K
5
TSLA icon
Tesla
TSLA
+$274K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17K ﹤0.01%
+219
277
$17K ﹤0.01%
28
278
$17K ﹤0.01%
+1,710
279
$16K ﹤0.01%
87
280
$16K ﹤0.01%
+70
281
$16K ﹤0.01%
+284
282
$16K ﹤0.01%
+225
283
$16K ﹤0.01%
+150
284
$16K ﹤0.01%
34
-19
285
$16K ﹤0.01%
66
286
$16K ﹤0.01%
370
287
$15K ﹤0.01%
+190
288
$15K ﹤0.01%
264
289
$15K ﹤0.01%
115
290
$15K ﹤0.01%
+140
291
$15K ﹤0.01%
683
+450
292
$15K ﹤0.01%
74
293
$15K ﹤0.01%
317
-56
294
$15K ﹤0.01%
160
-1,840
295
$15K ﹤0.01%
124
296
$15K ﹤0.01%
+132
297
$14K ﹤0.01%
100
+17
298
$14K ﹤0.01%
+575
299
$14K ﹤0.01%
450
300
$14K ﹤0.01%
483
10 11
12
13 14