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
276
$66.2K 0.01%
+1,315
277
$65.7K 0.01%
334
-130
278
$65K 0.01%
685
+52
279
$65K 0.01%
479
-96
280
$64.4K 0.01%
230
-62
281
$63.9K 0.01%
918
-89
282
$63.9K 0.01%
149
-16
283
$63K 0.01%
190
-78
284
$62.7K 0.01%
914
285
$62.6K 0.01%
215
+75
286
$62.5K 0.01%
252
+125
287
$62K 0.01%
250
288
$60.1K 0.01%
790
-15
289
$59.8K 0.01%
509
-107
290
$59.5K 0.01%
322
-520
291
$58.7K 0.01%
1,044
-152
292
$58.6K 0.01%
858
293
$57.4K 0.01%
1,800
294
$56.4K 0.01%
897
-298
295
$56K 0.01%
1,612
+121
296
$55.8K 0.01%
287
297
$55.2K 0.01%
722
+138
298
$55.1K 0.01%
539
-27
299
$54.7K 0.01%
+600
300
$54K 0.01%
399
+146
10 11
12
13 14