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
501
$17K ﹤0.01%
186
502
$17K ﹤0.01%
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503
$17K ﹤0.01%
120
+21
504
$17K ﹤0.01%
139
+41
505
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53
+6
506
$17K ﹤0.01%
225
507
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657
+541
508
$17K ﹤0.01%
117
509
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40
+17
510
$17K ﹤0.01%
171
511
$17K ﹤0.01%
182
512
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266
513
$17K ﹤0.01%
294
+250
514
$17K ﹤0.01%
399
+89
515
$17K ﹤0.01%
169
516
$17K ﹤0.01%
86
+15
517
$17K ﹤0.01%
+181
518
$16K ﹤0.01%
488
519
$16K ﹤0.01%
258
+69
520
$16K ﹤0.01%
774
+135
521
$16K ﹤0.01%
231
+68
522
$16K ﹤0.01%
307
+15
523
$16K ﹤0.01%
189
+52
524
$16K ﹤0.01%
221
+105
525
$16K ﹤0.01%
102
+57
19 20
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