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
401
$22.5K ﹤0.01%
44
402
$22.2K ﹤0.01%
171
-168
403
$22.2K ﹤0.01%
90
-55
404
$21.7K ﹤0.01%
225
405
$21.5K ﹤0.01%
580
-213
406
$21.1K ﹤0.01%
94
407
$21.1K ﹤0.01%
289
408
$21K ﹤0.01%
193
+21
409
$20.9K ﹤0.01%
307
410
$20.9K ﹤0.01%
359
-27
411
$20.8K ﹤0.01%
551
-170
412
$20.7K ﹤0.01%
358
413
$20.7K ﹤0.01%
118
-130
414
$20.7K ﹤0.01%
236
415
$20.6K ﹤0.01%
201
416
$20.6K ﹤0.01%
611
-257
417
$20.4K ﹤0.01%
710
-352
418
$20.4K ﹤0.01%
98
-110
419
$20.4K ﹤0.01%
77
-41
420
$20.3K ﹤0.01%
628
+620
421
$20.3K ﹤0.01%
488
422
$20.2K ﹤0.01%
488
-1,708
423
$20.2K ﹤0.01%
888
424
$20K ﹤0.01%
435
425
$19.9K ﹤0.01%
277
-117
15 16
17
18 19