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
651
$10K ﹤0.01%
150
+29
652
$10K ﹤0.01%
121
+22
653
$10K ﹤0.01%
73
654
$10K ﹤0.01%
365
+49
655
$10K ﹤0.01%
86
+44
656
$10K ﹤0.01%
673
657
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102
+29
658
$10K ﹤0.01%
195
+40
659
$10K ﹤0.01%
+434
660
$10K ﹤0.01%
137
+21
661
$10K ﹤0.01%
855
662
$10K ﹤0.01%
322
+51
663
$10K ﹤0.01%
98
+25
664
$10K ﹤0.01%
47
+18
665
$10K ﹤0.01%
159
666
$10K ﹤0.01%
271
+67
667
$10K ﹤0.01%
600
+72
668
$10K ﹤0.01%
+118
669
$10K ﹤0.01%
71
+17
670
$10K ﹤0.01%
43
+7
671
$10K ﹤0.01%
130
672
$10K ﹤0.01%
850
673
$10K ﹤0.01%
261
674
$10K ﹤0.01%
425
675
$10K ﹤0.01%
208
25 26
27
28 29