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
301
$14K ﹤0.01%
487
302
$14K ﹤0.01%
+80
303
$13K ﹤0.01%
52
304
$13K ﹤0.01%
336
305
$13K ﹤0.01%
72
306
$13K ﹤0.01%
+61
307
$13K ﹤0.01%
248
308
$12K ﹤0.01%
254
309
$12K ﹤0.01%
180
310
$12K ﹤0.01%
35
+28
311
$11K ﹤0.01%
100
312
$11K ﹤0.01%
150
+8
313
$11K ﹤0.01%
+162
314
$11K ﹤0.01%
+100
315
$11K ﹤0.01%
219
316
$10K ﹤0.01%
50
317
$10K ﹤0.01%
200
318
$10K ﹤0.01%
166
319
$9K ﹤0.01%
80
320
$9K ﹤0.01%
185
321
$8K ﹤0.01%
+337
322
$8K ﹤0.01%
90
323
$8K ﹤0.01%
+32
324
$8K ﹤0.01%
+70
325
$8K ﹤0.01%
88
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