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
276
$52.7K 0.01%
154
-298
277
$51.9K 0.01%
8,074
278
$51.9K 0.01%
590
+312
279
$51.4K 0.01%
1,000
280
$51.1K 0.01%
607
-571
281
$50.8K 0.01%
376
-316
282
$50.1K 0.01%
875
283
$50K 0.01%
1,321
284
$49.6K 0.01%
969
+560
285
$49.1K 0.01%
300
286
$48.1K 0.01%
891
287
$46.6K 0.01%
629
-232
288
$45.2K 0.01%
1,908
-5
289
$44.6K 0.01%
364
-67
290
$44.1K 0.01%
746
-889
291
$42.7K 0.01%
1,830
292
$42.7K 0.01%
4,500
293
$42.4K 0.01%
1,750
294
$42.3K 0.01%
1,055
-93
295
$42.3K 0.01%
400
-956
296
$40.6K 0.01%
400
297
$39.6K 0.01%
515
298
$39.4K 0.01%
1,458
299
$39.2K 0.01%
404
-107
300
$38.8K 0.01%
400
10 11
12
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