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
576
$419 ﹤0.01%
2
-16
577
$415 ﹤0.01%
+27
578
$413 ﹤0.01%
2
579
$412 ﹤0.01%
5
-6
580
$410 ﹤0.01%
3
-47
581
$410 ﹤0.01%
+14
582
$405 ﹤0.01%
43
+18
583
$405 ﹤0.01%
+18
584
$391 ﹤0.01%
2
-4
585
$387 ﹤0.01%
+9
586
$386 ﹤0.01%
+20
587
$386 ﹤0.01%
+8
588
$370 ﹤0.01%
4
-1
589
$370 ﹤0.01%
5
-65
590
$370 ﹤0.01%
+3
591
$368 ﹤0.01%
21
+17
592
$360 ﹤0.01%
+4
593
$359 ﹤0.01%
+7
594
$359 ﹤0.01%
5
-257
595
$357 ﹤0.01%
+4
596
$350 ﹤0.01%
11
-199
597
$348 ﹤0.01%
+2
598
$341 ﹤0.01%
+2
599
$336 ﹤0.01%
+2
600
$336 ﹤0.01%
+30
22 23
24
25 26