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
401
$13.5K ﹤0.01%
150
402
$13.3K ﹤0.01%
306
-380
403
$13.2K ﹤0.01%
148
+36
404
$12.9K ﹤0.01%
386
405
$12.8K ﹤0.01%
219
+11
406
$12.7K ﹤0.01%
120
-34
407
$12.3K ﹤0.01%
335
-787
408
$12.2K ﹤0.01%
+175
409
$12.2K ﹤0.01%
850
410
$12K ﹤0.01%
86
-81
411
$11.9K ﹤0.01%
+100
412
$11.9K ﹤0.01%
+271
413
$11.8K ﹤0.01%
300
-100
414
$11.7K ﹤0.01%
1,273
+102
415
$11.5K ﹤0.01%
1,065
416
$11.2K ﹤0.01%
+883
417
$11.1K ﹤0.01%
590
+83
418
$11K ﹤0.01%
+38
419
$10.9K ﹤0.01%
100
420
$10.9K ﹤0.01%
595
421
$10.9K ﹤0.01%
+500
422
$10.8K ﹤0.01%
86
-123
423
$10.5K ﹤0.01%
44
-240
424
$10.5K ﹤0.01%
1,589
+37
425
$10.4K ﹤0.01%
149
15 16
17
18 19