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
651
$5.62K ﹤0.01%
35
-111
652
$5.49K ﹤0.01%
45
-74
653
$5.47K ﹤0.01%
140
+129
654
$5.46K ﹤0.01%
41
-68
655
$5.43K ﹤0.01%
57
-132
656
$5.42K ﹤0.01%
80
-77
657
$5.3K ﹤0.01%
100
658
$5.29K ﹤0.01%
36
-13
659
$5.25K ﹤0.01%
59
-2
660
$5.23K ﹤0.01%
68
-82
661
$5.22K ﹤0.01%
108
-77
662
$5.21K ﹤0.01%
31
663
$5.19K ﹤0.01%
+309
664
$5.19K ﹤0.01%
120
665
$5.18K ﹤0.01%
111
-122
666
$5.13K ﹤0.01%
48
-74
667
$5.12K ﹤0.01%
+65
668
$5.12K ﹤0.01%
11
-29
669
$5.12K ﹤0.01%
29
-57
670
$5.11K ﹤0.01%
804
671
$5.05K ﹤0.01%
158
-460
672
$5.04K ﹤0.01%
8
-33
673
$5.02K ﹤0.01%
72
-252
674
$5.02K ﹤0.01%
92
-95
675
$4.98K ﹤0.01%
73
+2
25 26
27
28 29