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
301
$57K 0.01%
1,244
302
$56K 0.01%
52
+7
303
$56K 0.01%
250
304
$55K 0.01%
633
+65
305
$55K 0.01%
787
+153
306
$55K 0.01%
165
+34
307
$55K 0.01%
366
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308
$54K 0.01%
2,223
309
$54K 0.01%
858
310
$54K 0.01%
1,804
311
$53K 0.01%
914
+167
312
$53K 0.01%
+1,800
313
$53K 0.01%
287
+54
314
$52K 0.01%
805
315
$52K 0.01%
1,405
-1,105
316
$52K 0.01%
341
+42
317
$51K 0.01%
566
+27
318
$50K 0.01%
662
319
$50K 0.01%
1,390
+263
320
$50K 0.01%
1,050
+327
321
$48K 0.01%
411
+11
322
$48K 0.01%
608
323
$47K 0.01%
213
+39
324
$47K 0.01%
438
+260
325
$47K 0.01%
699
+464
11 12
13
14 15