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
526
$16K ﹤0.01%
219
+17
527
$16K ﹤0.01%
537
+188
528
$16K ﹤0.01%
372
+78
529
$16K ﹤0.01%
73
+24
530
$16K ﹤0.01%
326
531
$16K ﹤0.01%
280
+103
532
$16K ﹤0.01%
598
533
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950
-950
534
$16K ﹤0.01%
189
+80
535
$16K ﹤0.01%
201
536
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218
+14
537
$16K ﹤0.01%
615
538
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539
$16K ﹤0.01%
95
+11
540
$16K ﹤0.01%
101
+23
541
$16K ﹤0.01%
119
+74
542
$15K ﹤0.01%
516
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543
$15K ﹤0.01%
233
544
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161
+50
545
$15K ﹤0.01%
640
+76
546
$15K ﹤0.01%
354
+72
547
$15K ﹤0.01%
246
548
$15K ﹤0.01%
161
+37
549
$15K ﹤0.01%
874
-2
550
$15K ﹤0.01%
105
20 21
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