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
301
$52.7K 0.01%
707
+8
302
$51.4K 0.01%
588
+210
303
$50.8K 0.01%
608
304
$50.8K 0.01%
1,598
-206
305
$49.6K 0.01%
629
-158
306
$48.7K 0.01%
95
-50
307
$48.2K 0.01%
257
-84
308
$47.9K 0.01%
436
-390
309
$47K 0.01%
223
-57
310
$46.8K 0.01%
248
+94
311
$46.5K 0.01%
978
+87
312
$46.4K 0.01%
883
+581
313
$46K 0.01%
662
+100
314
$45.9K 0.01%
937
315
$45.6K 0.01%
1,109
+898
316
$45.2K 0.01%
645
+268
317
$44.9K 0.01%
840
-550
318
$44.6K 0.01%
705
-251
319
$44.5K 0.01%
1,286
+946
320
$44.4K 0.01%
264
+35
321
$43.5K 0.01%
413
-30
322
$43.3K 0.01%
1,966
323
$42.9K 0.01%
131
-69
324
$42.5K 0.01%
8,074
325
$42K 0.01%
1,040
-365
11 12
13
14 15