CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
+$27.4M
2
+$19.7M
3
+$17.3M
4
AMD icon
Advanced Micro Devices
AMD
+$5.43M
5
TSLA icon
Tesla
TSLA
+$4.58M

Top Sells

1
+$827K
2
+$734K
3
+$644K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$137K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$95K

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%
333
+18
502
$17K ﹤0.01%
200
+101
503
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504
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120
+21
505
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139
+41
506
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53
+6
507
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225
508
$17K ﹤0.01%
657
+541
509
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117
510
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40
+17
511
$17K ﹤0.01%
399
+89
512
$17K ﹤0.01%
171
513
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182
514
$17K ﹤0.01%
266
515
$17K ﹤0.01%
294
+250
516
$17K ﹤0.01%
186
517
$17K ﹤0.01%
135
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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