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
501
$3.31K ﹤0.01%
18
-2
502
$3.12K ﹤0.01%
200
503
$2.98K ﹤0.01%
+70
504
$2.98K ﹤0.01%
80
-364
505
$2.9K ﹤0.01%
34
-422
506
$2.83K ﹤0.01%
+200
507
$2.63K ﹤0.01%
159
508
$2.51K ﹤0.01%
143
509
$2.33K ﹤0.01%
87
510
$2.29K ﹤0.01%
20
-30
511
$2.14K ﹤0.01%
15
512
$1.9K ﹤0.01%
4
513
$1.89K ﹤0.01%
9
514
$1.84K ﹤0.01%
54
515
$1.77K ﹤0.01%
169
516
$1.72K ﹤0.01%
67
-19
517
$1.66K ﹤0.01%
80
518
$1.62K ﹤0.01%
18
-522
519
$1.54K ﹤0.01%
32
520
$1.29K ﹤0.01%
47
521
$1.27K ﹤0.01%
25
522
$1.2K ﹤0.01%
18
523
$1.19K ﹤0.01%
59
+1
524
$1.19K ﹤0.01%
15
-555
525
$1.15K ﹤0.01%
24
19 20
21
22 23