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
526
$11.7K ﹤0.01%
+128
527
$11.7K ﹤0.01%
2,500
528
$11.6K ﹤0.01%
387
529
$11.6K ﹤0.01%
340
530
$11.6K ﹤0.01%
641
-499
531
$11.3K ﹤0.01%
146
+33
532
$11.3K ﹤0.01%
320
533
$11.1K ﹤0.01%
190
-18
534
$10.9K ﹤0.01%
250
535
$10.8K ﹤0.01%
957
536
$10.7K ﹤0.01%
155
-51
537
$10.7K ﹤0.01%
52
-9
538
$10.7K ﹤0.01%
66
-29
539
$10.6K ﹤0.01%
342
+3
540
$10.5K ﹤0.01%
200
-42
541
$10.5K ﹤0.01%
69
-4
542
$10.5K ﹤0.01%
434
543
$10.4K ﹤0.01%
580
544
$10.3K ﹤0.01%
369
+77
545
$10.3K ﹤0.01%
197
+15
546
$10.2K ﹤0.01%
41
-14
547
$10.2K ﹤0.01%
850
548
$10.2K ﹤0.01%
64
549
$10.2K ﹤0.01%
92
-12
550
$10.1K ﹤0.01%
686
+343
20 21
22
23 24