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
451
$7.37K ﹤0.01%
5,540
452
$7.35K ﹤0.01%
1,945
453
$7.35K ﹤0.01%
719
+18
454
$7.17K ﹤0.01%
66
455
$7.1K ﹤0.01%
271
-1,376
456
$7K ﹤0.01%
160
-11
457
$6.97K ﹤0.01%
+160
458
$6.89K ﹤0.01%
79
-41
459
$6.77K ﹤0.01%
379
-25
460
$6.75K ﹤0.01%
90
-109
461
$6.44K ﹤0.01%
+347
462
$6.38K ﹤0.01%
56
-1
463
$6.33K ﹤0.01%
+95
464
$6.03K ﹤0.01%
90
465
$6.03K ﹤0.01%
630
466
$5.88K ﹤0.01%
250
-242
467
$5.85K ﹤0.01%
78
-238
468
$5.67K ﹤0.01%
75
469
$5.64K ﹤0.01%
111
470
$5.59K ﹤0.01%
+389
471
$5.54K ﹤0.01%
29
+1
472
$5.51K ﹤0.01%
61
-39
473
$5.5K ﹤0.01%
52
-13
474
$5.48K ﹤0.01%
100
475
$5.42K ﹤0.01%
20
17 18
19
20 21