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
551
$15K ﹤0.01%
490
552
$15K ﹤0.01%
210
553
$15K ﹤0.01%
86
+27
554
$15K ﹤0.01%
321
+59
555
$15K ﹤0.01%
284
+19
556
$14K ﹤0.01%
358
557
$14K ﹤0.01%
455
558
$14K ﹤0.01%
217
559
$14K ﹤0.01%
208
+28
560
$14K ﹤0.01%
579
+129
561
$14K ﹤0.01%
300
-77
562
$14K ﹤0.01%
163
563
$14K ﹤0.01%
97
+5
564
$14K ﹤0.01%
535
+66
565
$14K ﹤0.01%
165
+36
566
$14K ﹤0.01%
243
+106
567
$14K ﹤0.01%
871
568
$14K ﹤0.01%
50
+6
569
$14K ﹤0.01%
932
570
$14K ﹤0.01%
213
+50
571
$14K ﹤0.01%
223
+19
572
$14K ﹤0.01%
72
573
$14K ﹤0.01%
1,331
574
$14K ﹤0.01%
269
+110
575
$14K ﹤0.01%
672
+60
21 22
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