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
$725M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.2M
3
+$15.9M
4
PACS icon
PACS Group
PACS
+$14.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.47M

Top Sells

1
+$145M
2
+$35.1M
3
+$19.3M
4
TSLA icon
Tesla
TSLA
+$2.44M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.13M

Sector Composition

1 Financials 8.29%
2 Technology 5.05%
3 Consumer Discretionary 3.18%
4 Healthcare 3.1%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.67M 0.64%
38,649
-2,824
27
$4.5M 0.62%
15,531
+216
28
$4.06M 0.56%
92,251
-3,496
29
$4.03M 0.56%
23,500
30
$3.47M 0.48%
66,498
-1,992
31
$3.46M 0.48%
75,120
-118
32
$3.04M 0.42%
6,425
-393
33
$2.85M 0.39%
7,095
-300
34
$2.84M 0.39%
26,434
-2,070
35
$2.71M 0.37%
20,426
-1,090,266
36
$2.42M 0.33%
88,441
-2,588
37
$2.07M 0.29%
34,028
-7,647
38
$1.99M 0.27%
+16,497
39
$1.89M 0.26%
172,002
40
$1.82M 0.25%
31,565
+2,347
41
$1.68M 0.23%
1,832
+27
42
$1.65M 0.23%
7,098
-167
43
$1.64M 0.23%
5,523
-5
44
$1.56M 0.22%
25,442
-20,050
45
$1.45M 0.2%
34,774
+175
46
$1.41M 0.19%
8,399
-1,184
47
$1.4M 0.19%
29,257
+230
48
$1.31M 0.18%
4,974
49
$1.24M 0.17%
5,102
50
$1.11M 0.15%
199,746
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