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
351
$39K 0.01%
339
+74
352
$39K 0.01%
1,466
+84
353
$39K 0.01%
365
+35
354
$38K 0.01%
974
+56
355
$36K 0.01%
909
+331
356
$36K 0.01%
446
+23
357
$35K 0.01%
414
+160
358
$35K 0.01%
190
+27
359
$35K 0.01%
145
+56
360
$35K 0.01%
891
361
$35K 0.01%
51
+16
362
$35K 0.01%
+600
363
$34K 0.01%
434
-110
364
$34K 0.01%
1,228
+212
365
$34K 0.01%
380
366
$34K 0.01%
793
+59
367
$34K 0.01%
140
+30
368
$34K 0.01%
1,966
+516
369
$34K 0.01%
256
+79
370
$34K 0.01%
2,915
-1,505
371
$33K 0.01%
864
+141
372
$33K 0.01%
1,025
+25
373
$33K 0.01%
118
+18
374
$33K 0.01%
674
+279
375
$33K 0.01%
401
13 14
15
16 17