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
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.36M
3
+$5.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$889K
2
+$777K
3
+$471K
4
AAPL icon
Apple
AAPL
+$282K
5
TSLA icon
Tesla
TSLA
+$274K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
508
-635
352
$5K ﹤0.01%
29
353
$5K ﹤0.01%
27
354
$5K ﹤0.01%
100
355
$5K ﹤0.01%
519
356
$5K ﹤0.01%
500
-350
357
$5K ﹤0.01%
3,910
358
$5K ﹤0.01%
63
359
$4K ﹤0.01%
158
360
$4K ﹤0.01%
130
361
$4K ﹤0.01%
+521
362
$4K ﹤0.01%
16
363
$4K ﹤0.01%
200
364
$4K ﹤0.01%
+75
365
$3K ﹤0.01%
180
366
$3K ﹤0.01%
100
-250
367
$3K ﹤0.01%
100
368
$3K ﹤0.01%
417
-166
369
$3K ﹤0.01%
+43
370
$3K ﹤0.01%
+500
371
$3K ﹤0.01%
29
372
$3K ﹤0.01%
300
373
$3K ﹤0.01%
+23
374
$2K ﹤0.01%
2,000
375
$2K ﹤0.01%
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