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
426
$19.6K ﹤0.01%
420
427
$19.4K ﹤0.01%
171
428
$19.4K ﹤0.01%
236
-279
429
$19.3K ﹤0.01%
185
-740
430
$19.2K ﹤0.01%
275
-34
431
$19.1K ﹤0.01%
117
432
$19K ﹤0.01%
169
433
$19K ﹤0.01%
400
-34
434
$18.9K ﹤0.01%
181
435
$18.9K ﹤0.01%
7
436
$18.5K ﹤0.01%
738
+98
437
$18.2K ﹤0.01%
65
-38
438
$17.9K ﹤0.01%
300
439
$17.9K ﹤0.01%
615
440
$17.6K ﹤0.01%
1,510
-1,107
441
$17.5K ﹤0.01%
408
-566
442
$17.5K ﹤0.01%
455
443
$17.5K ﹤0.01%
160
444
$17.4K ﹤0.01%
490
445
$17.4K ﹤0.01%
562
-360
446
$17.3K ﹤0.01%
500
+456
447
$17.2K ﹤0.01%
355
448
$17.1K ﹤0.01%
145
449
$17.1K ﹤0.01%
211
450
$17.1K ﹤0.01%
229
-144
16 17
18
19 20