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
$205M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.1M
3
+$703K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$642K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$495K

Top Sells

1
+$24.6M
2
+$2.44M
3
+$918K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$604K

Sector Composition

1 Communication Services 31.08%
2 Energy 5.82%
3 Technology 4.38%
4 Financials 2.47%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$621K 0.3%
3,708
+1,768
27
$601K 0.29%
7,269
28
$591K 0.29%
7,320
+120
29
$498K 0.24%
4,207
+4,184
30
$442K 0.22%
2,823
31
$426K 0.21%
5,423
-77
32
$395K 0.19%
12,090
+5,200
33
$387K 0.19%
1,705
+1,072
34
$372K 0.18%
5,240
+3,220
35
$355K 0.17%
3,251
-8,408
36
$342K 0.17%
4,287
+241
37
$326K 0.16%
3,464
38
$305K 0.15%
1,863
39
$301K 0.15%
2,781
40
$286K 0.14%
+628
41
$286K 0.14%
3,266
+227
42
$282K 0.14%
930
+655
43
$280K 0.14%
9,690
44
$264K 0.13%
4,404
-412
45
$231K 0.11%
9,919
+2,060
46
$214K 0.1%
6,182
-5,110
47
$212K 0.1%
+981
48
$207K 0.1%
3,794
+350
49
$204K 0.1%
6,566
50
$203K 0.1%
786
1
2
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