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
401
$29K 0.01%
430
402
$29K 0.01%
7
403
$28K 0.01%
304
+79
404
$28K 0.01%
1,210
+307
405
$28K 0.01%
868
+116
406
$28K 0.01%
370
+154
407
$27K ﹤0.01%
127
+6
408
$27K ﹤0.01%
535
+228
409
$27K ﹤0.01%
976
410
$27K ﹤0.01%
324
+120
411
$27K ﹤0.01%
2,707
412
$27K ﹤0.01%
378
+289
413
$26K ﹤0.01%
154
+29
414
$26K ﹤0.01%
591
+194
415
$26K ﹤0.01%
237
416
$26K ﹤0.01%
380
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417
$26K ﹤0.01%
394
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418
$26K ﹤0.01%
922
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419
$26K ﹤0.01%
319
+141
420
$25K ﹤0.01%
204
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421
$25K ﹤0.01%
180
422
$25K ﹤0.01%
881
+5
423
$25K ﹤0.01%
311
+239
424
$25K ﹤0.01%
300
425
$25K ﹤0.01%
8,074
15 16
17
18 19