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
426
$25K ﹤0.01%
+1,337
427
$24K ﹤0.01%
1,062
+158
428
$24K ﹤0.01%
146
+49
429
$24K ﹤0.01%
908
+237
430
$24K ﹤0.01%
+1,366
431
$24K ﹤0.01%
572
-12
432
$24K ﹤0.01%
377
+86
433
$23K ﹤0.01%
172
+9
434
$23K ﹤0.01%
309
+34
435
$23K ﹤0.01%
375
+43
436
$23K ﹤0.01%
705
+355
437
$23K ﹤0.01%
721
+2
438
$23K ﹤0.01%
150
+10
439
$22K ﹤0.01%
+1,220
440
$22K ﹤0.01%
515
441
$22K ﹤0.01%
590
442
$22K ﹤0.01%
357
+2
443
$22K ﹤0.01%
435
444
$22K ﹤0.01%
104
+14
445
$22K ﹤0.01%
244
-257
446
$22K ﹤0.01%
41
+16
447
$22K ﹤0.01%
364
448
$21K ﹤0.01%
434
449
$21K ﹤0.01%
358
450
$21K ﹤0.01%
1,945
16 17
18
19 20