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
$725M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.2M
3
+$15.9M
4
PACS icon
PACS Group
PACS
+$14.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.47M

Top Sells

1
+$145M
2
+$35.1M
3
+$19.3M
4
TSLA icon
Tesla
TSLA
+$2.44M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.13M

Sector Composition

1 Financials 8.29%
2 Technology 5.05%
3 Consumer Discretionary 3.18%
4 Healthcare 3.1%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16.4K ﹤0.01%
250
377
$16.4K ﹤0.01%
703
378
$16K ﹤0.01%
210
+19
379
$15.9K ﹤0.01%
550
-604
380
$15.7K ﹤0.01%
37
-75
381
$15.6K ﹤0.01%
1,597
+37
382
$15.6K ﹤0.01%
576
383
$15.4K ﹤0.01%
245
384
$15.4K ﹤0.01%
87
385
$15.1K ﹤0.01%
171
386
$15.1K ﹤0.01%
773
+103
387
$15.1K ﹤0.01%
+238
388
$15.1K ﹤0.01%
305
389
$15K ﹤0.01%
200
390
$14.7K ﹤0.01%
590
391
$14.5K ﹤0.01%
150
-2
392
$14.5K ﹤0.01%
306
-5
393
$14.1K ﹤0.01%
412
-276
394
$14K ﹤0.01%
150
395
$14K ﹤0.01%
401
-10
396
$13.9K ﹤0.01%
530
+18
397
$13.9K ﹤0.01%
1,999
398
$13.8K ﹤0.01%
329
-11
399
$13.7K ﹤0.01%
1,000
400
$13.6K ﹤0.01%
516
14 15
16
17 18