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
476
$5.26K ﹤0.01%
25
477
$5.26K ﹤0.01%
+137
478
$5.22K ﹤0.01%
136
-103
479
$5.21K ﹤0.01%
+63
480
$5.06K ﹤0.01%
70
-770
481
$5.05K ﹤0.01%
63
-50
482
$5.02K ﹤0.01%
+270
483
$5.01K ﹤0.01%
158
-725
484
$4.83K ﹤0.01%
+29
485
$4.73K ﹤0.01%
100
486
$4.72K ﹤0.01%
1,000
487
$4.71K ﹤0.01%
5
-14
488
$4.56K ﹤0.01%
57
-26
489
$4.45K ﹤0.01%
11
490
$4.39K ﹤0.01%
+105
491
$4.33K ﹤0.01%
25
492
$4.24K ﹤0.01%
250
493
$4.08K ﹤0.01%
100
494
$3.93K ﹤0.01%
45
-729
495
$3.86K ﹤0.01%
100
496
$3.73K ﹤0.01%
204
-1,508
497
$3.7K ﹤0.01%
+227
498
$3.68K ﹤0.01%
239
-13,822
499
$3.66K ﹤0.01%
210
500
$3.47K ﹤0.01%
328
-1,151
18 19
20
21 22