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
576
$14K ﹤0.01%
+302
577
$14K ﹤0.01%
+530
578
$13K ﹤0.01%
37
579
$13K ﹤0.01%
580
580
$13K ﹤0.01%
73
+4
581
$13K ﹤0.01%
352
+96
582
$13K ﹤0.01%
160
583
$13K ﹤0.01%
+1,369
584
$13K ﹤0.01%
500
585
$13K ﹤0.01%
124
586
$13K ﹤0.01%
527
+398
587
$13K ﹤0.01%
89
+21
588
$13K ﹤0.01%
217
+85
589
$13K ﹤0.01%
140
590
$13K ﹤0.01%
590
591
$13K ﹤0.01%
355
592
$13K ﹤0.01%
382
593
$13K ﹤0.01%
416
+16
594
$13K ﹤0.01%
413
595
$13K ﹤0.01%
73
+15
596
$13K ﹤0.01%
191
597
$12K ﹤0.01%
988
+313
598
$12K ﹤0.01%
1,126
599
$12K ﹤0.01%
140
600
$12K ﹤0.01%
370
+86
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