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
376
$33K 0.01%
229
+23
377
$32K 0.01%
234
+32
378
$32K 0.01%
4,869
379
$32K 0.01%
429
+17
380
$32K 0.01%
322
-311
381
$32K 0.01%
690
+330
382
$32K 0.01%
504
383
$32K 0.01%
310
+35
384
$31K 0.01%
385
385
$31K 0.01%
373
+76
386
$31K 0.01%
297
+59
387
$31K 0.01%
525
+53
388
$31K 0.01%
+133
389
$30K 0.01%
376
+28
390
$30K 0.01%
898
+207
391
$30K 0.01%
386
+2
392
$29K 0.01%
273
393
$29K 0.01%
253
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394
$29K 0.01%
2,617
+1,107
395
$29K 0.01%
780
+493
396
$29K 0.01%
2,191
+716
397
$29K 0.01%
326
398
$29K 0.01%
211
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399
$29K 0.01%
103
+23
400
$29K 0.01%
1,500
+900
14 15
16
17 18