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
26
$2.35M 0.42%
41,859
+2,062
27
$2.33M 0.42%
52,446
+1,820
28
$2.3M 0.41%
47,068
+28,119
29
$2.18M 0.39%
8,156
+1,207
30
$2.05M 0.37%
56,286
-15,795
31
$1.98M 0.36%
162,970
+142,930
32
$1.81M 0.33%
42,177
+24,813
33
$1.77M 0.32%
20,237
+231
34
$1.76M 0.32%
48,353
-3,376
35
$1.65M 0.3%
7,835
36
$1.57M 0.28%
19,592
+4,394
37
$1.51M 0.27%
47,642
+24,747
38
$1.39M 0.25%
27,625
-1,165
39
$1.38M 0.25%
62,412
+50,094
40
$1.33M 0.24%
16,780
+9,329
41
$1.19M 0.21%
12,398
+1,158
42
$1.13M 0.2%
32,477
+1,100
43
$1.06M 0.19%
8,401
+383
44
$1.03M 0.19%
+199,746
45
$945K 0.17%
10,973
+472
46
$943K 0.17%
6,950
+236
47
$921K 0.17%
12,017
+94
48
$845K 0.15%
3,070
+2,157
49
$845K 0.15%
4,709
+1,049
50
$794K 0.14%
7,598
+1,903
1
2
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