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
601
$7.46K ﹤0.01%
52
+19
602
$7.46K ﹤0.01%
21
-29
603
$7.46K ﹤0.01%
89
-20
604
$7.46K ﹤0.01%
+109
605
$7.45K ﹤0.01%
610
606
$7.43K ﹤0.01%
192
-178
607
$7.34K ﹤0.01%
1,126
608
$7.25K ﹤0.01%
269
609
$7.2K ﹤0.01%
+251
610
$7.2K ﹤0.01%
152
-169
611
$7.14K ﹤0.01%
90
612
$7.05K ﹤0.01%
+140
613
$6.96K ﹤0.01%
176
-85
614
$6.89K ﹤0.01%
90
-280
615
$6.87K ﹤0.01%
101
616
$6.83K ﹤0.01%
104
-234
617
$6.79K ﹤0.01%
77
-142
618
$6.77K ﹤0.01%
8
619
$6.77K ﹤0.01%
286
-608
620
$6.75K ﹤0.01%
91
621
$6.7K ﹤0.01%
130
-40
622
$6.68K ﹤0.01%
90
623
$6.64K ﹤0.01%
80
624
$6.62K ﹤0.01%
57
-108
625
$6.61K ﹤0.01%
70
-67
23 24
25
26 27