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
476
$14.5K ﹤0.01%
166
-52
477
$14.2K ﹤0.01%
284
-251
478
$14.1K ﹤0.01%
140
479
$14.1K ﹤0.01%
590
480
$14.1K ﹤0.01%
30
+20
481
$14K ﹤0.01%
254
-53
482
$14K ﹤0.01%
871
483
$14K ﹤0.01%
37
484
$14K ﹤0.01%
123
-100
485
$13.9K ﹤0.01%
54
-50
486
$13.9K ﹤0.01%
382
487
$13.8K ﹤0.01%
59
+54
488
$13.7K ﹤0.01%
530
489
$13.7K ﹤0.01%
78
-23
490
$13.6K ﹤0.01%
280
491
$13.6K ﹤0.01%
1,445
+76
492
$13.4K ﹤0.01%
98
-41
493
$13.3K ﹤0.01%
230
+35
494
$13.3K ﹤0.01%
301
495
$13.3K ﹤0.01%
500
496
$13.3K ﹤0.01%
242
497
$13K ﹤0.01%
126
-74
498
$12.9K ﹤0.01%
1,162
-176
499
$12.9K ﹤0.01%
67
500
$12.9K ﹤0.01%
226
-123
18 19
20
21 22