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
451
$21K ﹤0.01%
346
+323
452
$21K ﹤0.01%
894
+254
453
$21K ﹤0.01%
69
+24
454
$21K ﹤0.01%
1,316
455
$21K ﹤0.01%
206
+19
456
$21K ﹤0.01%
289
457
$20K ﹤0.01%
175
+47
458
$20K ﹤0.01%
349
+63
459
$20K ﹤0.01%
420
+401
460
$20K ﹤0.01%
888
461
$20K ﹤0.01%
55
+6
462
$20K ﹤0.01%
2,800
463
$20K ﹤0.01%
5
464
$20K ﹤0.01%
552
465
$20K ﹤0.01%
264
+86
466
$20K ﹤0.01%
186
+40
467
$20K ﹤0.01%
60
468
$19K ﹤0.01%
386
+27
469
$19K ﹤0.01%
94
470
$19K ﹤0.01%
44
471
$19K ﹤0.01%
61
+22
472
$19K ﹤0.01%
249
+58
473
$19K ﹤0.01%
108
+8
474
$19K ﹤0.01%
766
+515
475
$19K ﹤0.01%
1,140
+652
17 18
19
20 21