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
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$17.8M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$4.35M
5
AMD icon
Advanced Micro Devices
AMD
+$4.04M

Top Sells

1
+$795K
2
+$692K
3
+$574K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$123K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$88.1K

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%
340
+305
627
$11K ﹤0.01%
61
+9
628
$11K ﹤0.01%
102
+43
629
$11K ﹤0.01%
182
+73
630
$11K ﹤0.01%
+378
631
$11K ﹤0.01%
+340
632
$11K ﹤0.01%
92
+60
633
$11K ﹤0.01%
55
+4
634
$11K ﹤0.01%
205
+144
635
$11K ﹤0.01%
67
636
$11K ﹤0.01%
377
+62
637
$11K ﹤0.01%
1,338
+176
638
$11K ﹤0.01%
362
+80
639
$11K ﹤0.01%
186
640
$11K ﹤0.01%
75
641
$11K ﹤0.01%
233
+39
642
$11K ﹤0.01%
57
+6
643
$11K ﹤0.01%
+320
644
$11K ﹤0.01%
102
645
$11K ﹤0.01%
280
+159
646
$11K ﹤0.01%
159
+19
647
$11K ﹤0.01%
410
+117
648
$10K ﹤0.01%
39
+4
649
$10K ﹤0.01%
71
+15
650
$10K ﹤0.01%
73
+33
24 25
26
27 28