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
301
$38.3K 0.01%
4,869
-15
302
$37.6K 0.01%
+704
303
$37.3K 0.01%
461
+325
304
$36.9K 0.01%
53
-50
305
$36.8K 0.01%
793
+229
306
$36.5K 0.01%
637
307
$35.5K ﹤0.01%
550
-15
308
$35.1K ﹤0.01%
150
-30
309
$34.8K ﹤0.01%
150
-387
310
$34.8K ﹤0.01%
404
311
$33.4K ﹤0.01%
282
-4
312
$33.1K ﹤0.01%
370
313
$32.8K ﹤0.01%
370
314
$32.5K ﹤0.01%
+1,465
315
$32.5K ﹤0.01%
3,285
+2,068
316
$30.7K ﹤0.01%
232
317
$30.6K ﹤0.01%
3,000
318
$30.5K ﹤0.01%
1,205
+58
319
$30.4K ﹤0.01%
110
-146
320
$30.2K ﹤0.01%
1,210
+888
321
$29.7K ﹤0.01%
+474
322
$29K ﹤0.01%
1,100
323
$28.8K ﹤0.01%
250
324
$28.7K ﹤0.01%
509
+309
325
$28.4K ﹤0.01%
+1,173
11 12
13
14 15