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
376
$2K ﹤0.01%
50
377
$2K ﹤0.01%
194
378
$2K ﹤0.01%
76
-24
379
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125
380
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7
-6
381
$2K ﹤0.01%
250
382
$1K ﹤0.01%
11
383
$1K ﹤0.01%
50
384
$1K ﹤0.01%
11
385
$1K ﹤0.01%
19
386
$1K ﹤0.01%
9
387
$1K ﹤0.01%
8
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$1K ﹤0.01%
14
390
$1K ﹤0.01%
30
+18
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$1K ﹤0.01%
29
392
$1K ﹤0.01%
2
393
$1K ﹤0.01%
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394
$1K ﹤0.01%
1
395
$1K ﹤0.01%
700
396
$1K ﹤0.01%
7
397
$1K ﹤0.01%
99
398
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-175
399
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-108
400
– –
-14
14 15
16
17 18