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
551
$10.1K ﹤0.01%
100
-8
552
$9.89K ﹤0.01%
200
553
$9.84K ﹤0.01%
136
-239
554
$9.68K ﹤0.01%
452
555
$9.59K ﹤0.01%
116
-92
556
$9.5K ﹤0.01%
100
557
$9.48K ﹤0.01%
316
-49
558
$9.47K ﹤0.01%
855
559
$9.46K ﹤0.01%
34
+3
560
$9.39K ﹤0.01%
421
561
$9.38K ﹤0.01%
13
-38
562
$9.33K ﹤0.01%
65
-32
563
$9.28K ﹤0.01%
264
564
$9.26K ﹤0.01%
176
+108
565
$9.19K ﹤0.01%
375
-835
566
$9.17K ﹤0.01%
296
-612
567
$9.16K ﹤0.01%
87
+75
568
$9.14K ﹤0.01%
+120
569
$9.02K ﹤0.01%
89
-50
570
$8.94K ﹤0.01%
+139
571
$8.93K ﹤0.01%
172
572
$8.92K ﹤0.01%
+229
573
$8.88K ﹤0.01%
+1,176
574
$8.84K ﹤0.01%
562
575
$8.82K ﹤0.01%
190
21 22
23
24 25