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
451
$16.7K ﹤0.01%
155
-27
452
$16.7K ﹤0.01%
132
-244
453
$16.7K ﹤0.01%
246
-3
454
$16.7K ﹤0.01%
+234
455
$16.6K ﹤0.01%
210
456
$16.5K ﹤0.01%
95
+45
457
$16K ﹤0.01%
267
458
$15.9K ﹤0.01%
358
459
$15.9K ﹤0.01%
950
460
$15.9K ﹤0.01%
72
461
$15.8K ﹤0.01%
+458
462
$15.7K ﹤0.01%
246
463
$15.7K ﹤0.01%
552
464
$15.7K ﹤0.01%
245
-429
465
$15.6K ﹤0.01%
217
466
$15.6K ﹤0.01%
1,945
467
$15.4K ﹤0.01%
1,331
468
$15.3K ﹤0.01%
65
+54
469
$15.2K ﹤0.01%
212
-54
470
$15K ﹤0.01%
233
471
$14.9K ﹤0.01%
+200
472
$14.8K ﹤0.01%
260
-73
473
$14.8K ﹤0.01%
124
474
$14.8K ﹤0.01%
932
475
$14.7K ﹤0.01%
5,540
17 18
19
20 21