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
601
$335 ﹤0.01%
+24
602
$332 ﹤0.01%
+13
603
$324 ﹤0.01%
+5
604
$324 ﹤0.01%
8
+5
605
$321 ﹤0.01%
10
606
$316 ﹤0.01%
4
-145
607
$315 ﹤0.01%
5
+3
608
$313 ﹤0.01%
3
-61
609
$313 ﹤0.01%
+6
610
$306 ﹤0.01%
4
-59
611
$302 ﹤0.01%
2
-28
612
$293 ﹤0.01%
+1
613
$289 ﹤0.01%
4
-114
614
$288 ﹤0.01%
+3
615
$286 ﹤0.01%
+4
616
$286 ﹤0.01%
+2
617
$284 ﹤0.01%
+7
618
$280 ﹤0.01%
+16
619
$278 ﹤0.01%
+16
620
$273 ﹤0.01%
+2
621
$273 ﹤0.01%
+5
622
$261 ﹤0.01%
+7
623
$258 ﹤0.01%
+3
624
$253 ﹤0.01%
+3
625
$251 ﹤0.01%
25
23 24
25
26 27