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
626
$6.58K ﹤0.01%
357
-348
627
$6.58K ﹤0.01%
47
-209
628
$6.56K ﹤0.01%
79
+71
629
$6.48K ﹤0.01%
15
-37
630
$6.48K ﹤0.01%
22
-21
631
$6.47K ﹤0.01%
1,239
+334
632
$6.46K ﹤0.01%
125
-4
633
$6.44K ﹤0.01%
400
-116
634
$6.37K ﹤0.01%
97
-172
635
$6.36K ﹤0.01%
65
-239
636
$6.18K ﹤0.01%
194
-121
637
$6.17K ﹤0.01%
178
638
$6.15K ﹤0.01%
90
-14
639
$6.15K ﹤0.01%
40
+3
640
$6.09K ﹤0.01%
113
-27
641
$6.06K ﹤0.01%
3,910
642
$6.02K ﹤0.01%
487
-185
643
$6.02K ﹤0.01%
68
-2
644
$6.01K ﹤0.01%
301
645
$6K ﹤0.01%
38
-51
646
$5.94K ﹤0.01%
200
-398
647
$5.92K ﹤0.01%
450
648
$5.9K ﹤0.01%
23
-343
649
$5.76K ﹤0.01%
49
-195
650
$5.69K ﹤0.01%
178
-357
24 25
26
27 28