CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.39M 0.74%
+41,978
27
$5.79M 0.67%
52,396
+26,699
28
$5.38M 0.63%
+29,800
29
$5.26M 0.61%
+18,848
30
$5.17M 0.6%
64,688
+661
31
$4.98M 0.58%
11,847
+778
32
$4.64M 0.54%
+30,711
33
$3.78M 0.44%
90,391
-14
34
$3.56M 0.42%
+9,063
35
$3.47M 0.4%
+38,380
36
$3.41M 0.4%
+29,368
37
$3.14M 0.37%
+6,472
38
$3.11M 0.36%
60,354
-857
39
$2.98M 0.35%
+48,990
40
$2.8M 0.33%
10,769
+56
41
$2.62M 0.3%
45,040
-31
42
$2.54M 0.3%
7,545
-650
43
$2.34M 0.27%
86,904
-14,373
44
$2.29M 0.27%
+51,850
45
$2.08M 0.24%
25,821
+14,613
46
$2.05M 0.24%
32,296
+2,263
47
$2M 0.23%
+2,732
48
$1.91M 0.22%
+4,969
49
$1.8M 0.21%
+9,002
50
$1.72M 0.2%
+17,008
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