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
551
$554 ﹤0.01%
8
+7
552
$551 ﹤0.01%
30
553
$548 ﹤0.01%
+6
554
$546 ﹤0.01%
+5
555
$542 ﹤0.01%
+26
556
$535 ﹤0.01%
+3
557
$526 ﹤0.01%
4
-310
558
$526 ﹤0.01%
5
+2
559
$507 ﹤0.01%
18
-176
560
$490 ﹤0.01%
+9
561
$490 ﹤0.01%
6
562
$482 ﹤0.01%
+3
563
$471 ﹤0.01%
+3
564
$468 ﹤0.01%
26
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$464 ﹤0.01%
+3
566
$458 ﹤0.01%
6
567
$451 ﹤0.01%
2
+1
568
$448 ﹤0.01%
+12
569
$438 ﹤0.01%
+14
570
$436 ﹤0.01%
+6
571
$436 ﹤0.01%
+4
572
$430 ﹤0.01%
+2
573
$429 ﹤0.01%
3
-230
574
$425 ﹤0.01%
2
-234
575
$423 ﹤0.01%
10
-161
21 22
23
24 25