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
351
$32.4K 0.01%
720
+129
352
$32.3K 0.01%
+1,515
353
$31.8K 0.01%
281
-95
354
$31.7K 0.01%
300
355
$31.6K 0.01%
4,869
356
$31.3K 0.01%
376
-487
357
$31.1K ﹤0.01%
130
-180
358
$30.9K ﹤0.01%
187
-179
359
$30.7K ﹤0.01%
237
360
$30.6K ﹤0.01%
412
-2
361
$30.1K ﹤0.01%
976
362
$29.8K ﹤0.01%
333
-53
363
$29.7K ﹤0.01%
782
-446
364
$29.5K ﹤0.01%
335
-50
365
$29.4K ﹤0.01%
3,288
+581
366
$29K ﹤0.01%
175
-59
367
$28.6K ﹤0.01%
254
-164
368
$28.6K ﹤0.01%
1,263
+1,164
369
$28.6K ﹤0.01%
224
-86
370
$28.5K ﹤0.01%
515
371
$28.4K ﹤0.01%
4,427
-521
372
$28.3K ﹤0.01%
380
373
$28.2K ﹤0.01%
214
-224
374
$28.1K ﹤0.01%
302
-132
375
$26.9K ﹤0.01%
+277
13 14
15
16 17