CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
+$27.4M
2
+$19.7M
3
+$17.3M
4
AMD icon
Advanced Micro Devices
AMD
+$5.43M
5
TSLA icon
Tesla
TSLA
+$4.58M

Top Sells

1
+$827K
2
+$734K
3
+$644K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$137K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$95K

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
626
$11K ﹤0.01%
410
+117
627
$11K ﹤0.01%
+387
628
$11K ﹤0.01%
340
+305
629
$11K ﹤0.01%
61
+9
630
$11K ﹤0.01%
102
+43
631
$11K ﹤0.01%
75
632
$11K ﹤0.01%
233
+39
633
$11K ﹤0.01%
57
+6
634
$11K ﹤0.01%
182
+73
635
$11K ﹤0.01%
+320
636
$11K ﹤0.01%
+378
637
$11K ﹤0.01%
+340
638
$11K ﹤0.01%
92
+60
639
$11K ﹤0.01%
55
+4
640
$11K ﹤0.01%
205
+144
641
$11K ﹤0.01%
67
642
$11K ﹤0.01%
377
+62
643
$11K ﹤0.01%
186
644
$11K ﹤0.01%
102
645
$11K ﹤0.01%
+190
646
$11K ﹤0.01%
1,338
+176
647
$11K ﹤0.01%
362
+80
648
$10K ﹤0.01%
39
+4
649
$10K ﹤0.01%
71
+15
650
$10K ﹤0.01%
73
+33
24 25
26
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