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
526
$1.14K ﹤0.01%
8
527
$1.14K ﹤0.01%
30
528
$1.13K ﹤0.01%
20
529
$1.11K ﹤0.01%
26
+1
530
$1.1K ﹤0.01%
10
531
$1.08K ﹤0.01%
20
-128
532
$1.05K ﹤0.01%
36
533
$974 ﹤0.01%
38
534
$855 ﹤0.01%
20
535
$850 ﹤0.01%
5
536
$764 ﹤0.01%
9
-102
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$727 ﹤0.01%
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$679 ﹤0.01%
2
-16
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$671 ﹤0.01%
22
+2
540
$648 ﹤0.01%
4
541
$641 ﹤0.01%
50
542
$620 ﹤0.01%
5
-46
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$601 ﹤0.01%
2
-34
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$601 ﹤0.01%
2
-35
545
$591 ﹤0.01%
22
+1
546
$575 ﹤0.01%
10
-617
547
$572 ﹤0.01%
+100
548
$569 ﹤0.01%
85
549
$563 ﹤0.01%
+50
550
$555 ﹤0.01%
2
+1
20 21
22
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