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
576
$8.8K ﹤0.01%
484
577
$8.79K ﹤0.01%
+200
578
$8.79K ﹤0.01%
26
-10
579
$8.76K ﹤0.01%
100
-30
580
$8.7K ﹤0.01%
315
-62
581
$8.68K ﹤0.01%
116
+7
582
$8.62K ﹤0.01%
284
-232
583
$8.53K ﹤0.01%
51
584
$8.46K ﹤0.01%
594
-4,643
585
$8.45K ﹤0.01%
125
-10
586
$8.42K ﹤0.01%
150
587
$8.38K ﹤0.01%
29
-4
588
$8.35K ﹤0.01%
699
589
$8.33K ﹤0.01%
127
-36
590
$8.31K ﹤0.01%
176
-396
591
$8.23K ﹤0.01%
55
-149
592
$8.21K ﹤0.01%
80
-81
593
$8.18K ﹤0.01%
61
-579
594
$8K ﹤0.01%
86
-75
595
$7.87K ﹤0.01%
200
-5
596
$7.68K ﹤0.01%
55
-120
597
$7.64K ﹤0.01%
91
-179
598
$7.59K ﹤0.01%
172
599
$7.54K ﹤0.01%
89
600
$7.54K ﹤0.01%
94
-164
22 23
24
25 26