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
426
$10.3K ﹤0.01%
+750
427
$10.2K ﹤0.01%
331
428
$10.1K ﹤0.01%
90
+47
429
$9.86K ﹤0.01%
113
430
$9.85K ﹤0.01%
791
431
$9.68K ﹤0.01%
347
-1
432
$9.48K ﹤0.01%
237
433
$9.36K ﹤0.01%
200
434
$9.33K ﹤0.01%
+22
435
$9.21K ﹤0.01%
68
436
$9.18K ﹤0.01%
32
-2
437
$9.18K ﹤0.01%
+167
438
$8.93K ﹤0.01%
264
439
$8.81K ﹤0.01%
91
440
$8.67K ﹤0.01%
252
+2
441
$8.58K ﹤0.01%
106
-244
442
$8.43K ﹤0.01%
956
443
$8.39K ﹤0.01%
322
+1
444
$8.12K ﹤0.01%
22
-13
445
$7.8K ﹤0.01%
534
446
$7.69K ﹤0.01%
578
447
$7.65K ﹤0.01%
88
-46
448
$7.51K ﹤0.01%
+115
449
$7.47K ﹤0.01%
+92
450
$7.45K ﹤0.01%
130
-66
16 17
18
19 20