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
326
$46K 0.01%
853
-658
327
$45K 0.01%
956
+157
328
$45K 0.01%
935
329
$44K 0.01%
536
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330
$44K 0.01%
772
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331
$43K 0.01%
95
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332
$43K 0.01%
208
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$42K 0.01%
206
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334
$42K 0.01%
418
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335
$42K 0.01%
618
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336
$41K 0.01%
72
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337
$41K 0.01%
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338
$41K 0.01%
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339
$41K 0.01%
248
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340
$41K 0.01%
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341
$40K 0.01%
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342
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$40K 0.01%
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344
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345
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+139
346
$40K 0.01%
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347
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376
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348
$39K 0.01%
562
-139
349
$39K 0.01%
280
+13
350
$39K 0.01%
1,321
12 13
14
15 16