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
326
$41.7K 0.01%
180
327
$41.6K 0.01%
1,000
-25
328
$41.6K 0.01%
504
329
$40.5K 0.01%
330
-35
330
$39K 0.01%
1,575
+109
331
$38.3K 0.01%
1,348
+1,049
332
$38.3K 0.01%
380
333
$38.1K 0.01%
349
+163
334
$38K 0.01%
119
-83
335
$37.8K 0.01%
531
-1,144
336
$37.7K 0.01%
297
337
$37.2K 0.01%
373
-73
338
$37K 0.01%
3,830
+3,020
339
$36.9K 0.01%
1,321
340
$36.9K 0.01%
145
-68
341
$36.8K 0.01%
166,757
342
$35.6K 0.01%
276
+65
343
$35.5K 0.01%
+329
344
$34.8K 0.01%
234
-46
345
$34.3K 0.01%
370
-31
346
$34.2K 0.01%
266
-49
347
$33.6K 0.01%
660
-193
348
$33.4K 0.01%
430
349
$32.8K 0.01%
637
-413
350
$32.4K 0.01%
797
-101
12 13
14
15 16