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
501
$12.9K ﹤0.01%
248
-142
502
$12.9K ﹤0.01%
288
-5
503
$12.9K ﹤0.01%
130
504
$12.9K ﹤0.01%
450
+34
505
$12.8K ﹤0.01%
93
506
$12.7K ﹤0.01%
464
-63
507
$12.7K ﹤0.01%
425
508
$12.7K ﹤0.01%
385
-28
509
$12.6K ﹤0.01%
+90
510
$12.6K ﹤0.01%
105
511
$12.5K ﹤0.01%
595
-279
512
$12.5K ﹤0.01%
75
513
$12.5K ﹤0.01%
190
514
$12.5K ﹤0.01%
120
+47
515
$12.5K ﹤0.01%
102
516
$12.1K ﹤0.01%
409
-365
517
$12.1K ﹤0.01%
159
518
$12K ﹤0.01%
217
-67
519
$12K ﹤0.01%
34
-21
520
$12K ﹤0.01%
52
-8
521
$11.9K ﹤0.01%
450
-129
522
$11.9K ﹤0.01%
50
-36
523
$11.8K ﹤0.01%
398
+20
524
$11.8K ﹤0.01%
210
-480
525
$11.8K ﹤0.01%
332
-3
19 20
21
22 23