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
26
$3.81M 0.6%
97,752
+49,399
27
$3.76M 0.6%
44,807
+32
28
$3.61M 0.57%
17,390
-395
29
$3.39M 0.54%
51,650
+9,791
30
$3.29M 0.52%
10,658
+2,502
31
$3.11M 0.49%
62,281
+9,835
32
$3.02M 0.48%
41,078
+30,587
33
$2.86M 0.45%
61,144
+18,967
34
$2.64M 0.42%
40,787
-23,744
35
$2.61M 0.41%
103,533
+41,121
36
$2.19M 0.35%
19,827
-410
37
$1.93M 0.31%
23,388
+3,796
38
$1.89M 0.3%
61,855
+14,213
39
$1.88M 0.3%
21,331
+8,933
40
$1.81M 0.29%
17,182
+11,502
41
$1.68M 0.27%
29,776
-17,292
42
$1.68M 0.27%
7,835
43
$1.66M 0.26%
23,074
+22,151
44
$1.64M 0.26%
17,285
+9,983
45
$1.34M 0.21%
31,957
-24,329
46
$1.32M 0.21%
8,699
+298
47
$1.3M 0.21%
34,250
+1,773
48
$1.29M 0.21%
4,097
+2,562
49
$1.26M 0.2%
11,384
+411
50
$1.12M 0.18%
14,053
+7,759
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