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
326
$28.2K ﹤0.01%
+8,000
327
$28K ﹤0.01%
7,900
-400
328
$27.2K ﹤0.01%
+1,307
329
$27K ﹤0.01%
1,280
330
$27K ﹤0.01%
1,316
331
$26.9K ﹤0.01%
500
-258
332
$26.6K ﹤0.01%
502
+302
333
$26.5K ﹤0.01%
+128
334
$26K ﹤0.01%
307
+173
335
$25.3K ﹤0.01%
254
336
$25.1K ﹤0.01%
2,173
337
$24.4K ﹤0.01%
290
338
$24.2K ﹤0.01%
366
-16
339
$23.8K ﹤0.01%
2,800
340
$23.6K ﹤0.01%
111
-53
341
$23.3K ﹤0.01%
+181
342
$23.2K ﹤0.01%
150
343
$22.9K ﹤0.01%
475
344
$22.7K ﹤0.01%
291
345
$22.6K ﹤0.01%
373
-69
346
$22.5K ﹤0.01%
75
-24
347
$22.4K ﹤0.01%
+910
348
$22.4K ﹤0.01%
584
-704
349
$22.2K ﹤0.01%
888
350
$22K ﹤0.01%
76
-258
12 13
14
15 16