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
476
$19K ﹤0.01%
236
477
$19K ﹤0.01%
324
+78
478
$19K ﹤0.01%
165
+49
479
$19K ﹤0.01%
338
+138
480
$19K ﹤0.01%
270
+49
481
$19K ﹤0.01%
52
+18
482
$19K ﹤0.01%
390
+42
483
$19K ﹤0.01%
505
+120
484
$19K ﹤0.01%
472
+33
485
$19K ﹤0.01%
360
486
$19K ﹤0.01%
560
487
$18K ﹤0.01%
5,540
488
$18K ﹤0.01%
188
+40
489
$18K ﹤0.01%
957
490
$18K ﹤0.01%
139
+37
491
$18K ﹤0.01%
492
+200
492
$18K ﹤0.01%
618
+179
493
$18K ﹤0.01%
307
494
$18K ﹤0.01%
+474
495
$18K ﹤0.01%
293
+40
496
$18K ﹤0.01%
595
-200
497
$17K ﹤0.01%
200
+30
498
$17K ﹤0.01%
333
+18
499
$17K ﹤0.01%
200
+101
500
$17K ﹤0.01%
145
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