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
276
$68K 0.01%
1,939
277
$68K 0.01%
1,571
+141
278
$68K 0.01%
4,517
279
$67K 0.01%
2,175
+34
280
$67K 0.01%
+1,260
281
$66K 0.01%
923
282
$66K 0.01%
1,481
283
$66K 0.01%
1,195
+32
284
$66K 0.01%
315
+56
285
$65K 0.01%
1,406
286
$64K 0.01%
277
+44
287
$64K 0.01%
1,595
+153
288
$63K 0.01%
+811
289
$62K 0.01%
462
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290
$62K 0.01%
1,242
+252
291
$62K 0.01%
863
+186
292
$62K 0.01%
202
+19
293
$62K 0.01%
+811
294
$62K 0.01%
720
295
$62K 0.01%
1,007
+399
296
$61K 0.01%
436
+46
297
$61K 0.01%
963
+4
298
$60K 0.01%
1,196
+44
299
$59K 0.01%
318
+63
300
$58K 0.01%
280
+57
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