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
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.36M
3
+$5.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$889K
2
+$777K
3
+$471K
4
AAPL icon
Apple
AAPL
+$282K
5
TSLA icon
Tesla
TSLA
+$274K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.29%
12,350
+1,167
27
$1.32M 0.27%
37,319
+2,800
28
$1.16M 0.24%
10,132
+8,668
29
$999K 0.2%
3,340
-288
30
$955K 0.19%
2,838
+26
31
$948K 0.19%
15,494
+1,225
32
$854K 0.17%
7,831
+5,093
33
$807K 0.16%
16,528
+15,451
34
$798K 0.16%
15,810
+3,792
35
$769K 0.16%
4,207
36
$753K 0.15%
4,404
+150
37
$750K 0.15%
4,736
+1,299
38
$663K 0.13%
2,748
+49
39
$636K 0.13%
2,496
+633
40
$631K 0.13%
33,276
+4,824
41
$626K 0.13%
4,320
+1,420
42
$596K 0.12%
4,120
+2,800
43
$568K 0.12%
2,048
-1,699
44
$556K 0.11%
4,761
45
$532K 0.11%
9,004
+550
46
$513K 0.1%
+4,704
47
$474K 0.1%
20,356
+3,490
48
$472K 0.1%
3,050
+850
49
$463K 0.09%
4,411
+91
50
$462K 0.09%
3,455
+1,358
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