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
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$19M
3 +$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1 +$13.8M
2 +$7.4M
3 +$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$84K 0.01%
+262
302
$82.9K 0.01%
1,669
303
$81.9K 0.01%
+356
304
$81.7K 0.01%
+3,589
305
$81.6K 0.01%
889
-107
306
$80.6K 0.01%
+53
307
$80.6K 0.01%
+141
308
$79.3K 0.01%
+1,447
309
$78.3K 0.01%
858
310
$77.8K 0.01%
+456
311
$77.3K 0.01%
+1,000
312
$75.9K 0.01%
+367
313
$75.4K 0.01%
1,285
-13
314
$74.6K 0.01%
+809
315
$74.1K 0.01%
+431
316
$74K 0.01%
+1,400
317
$73.5K 0.01%
3,070
318
$73.2K 0.01%
+756
319
$72.6K 0.01%
+929
320
$72K 0.01%
+1,249
321
$70.8K 0.01%
1,800
322
$69.8K 0.01%
+715
323
$69.8K 0.01%
+322
324
$69.2K 0.01%
+350
325
$68.6K 0.01%
+167