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
376
$26.7K ﹤0.01%
814
-67
377
$26.5K ﹤0.01%
+376
378
$26.2K ﹤0.01%
40
-32
379
$26.1K ﹤0.01%
563
-301
380
$25.8K ﹤0.01%
1,337
381
$25.7K ﹤0.01%
400
-125
382
$24.9K ﹤0.01%
149
-1
383
$24.6K ﹤0.01%
180
384
$24.6K ﹤0.01%
48
-47
385
$24.1K ﹤0.01%
393
-379
386
$24K ﹤0.01%
2,527
-388
387
$23.9K ﹤0.01%
335
-283
388
$23.9K ﹤0.01%
2,800
389
$23.9K ﹤0.01%
240
+51
390
$23.3K ﹤0.01%
273
391
$23.2K ﹤0.01%
+521
392
$23.2K ﹤0.01%
1,316
393
$23.2K ﹤0.01%
578
-331
394
$23.1K ﹤0.01%
590
395
$23.1K ﹤0.01%
5
396
$23K ﹤0.01%
302
-127
397
$22.9K ﹤0.01%
302
-55
398
$22.8K ﹤0.01%
186
399
$22.6K ﹤0.01%
194
-128
400
$22.5K ﹤0.01%
67
-78
14 15
16
17 18