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
676
$4.97K ﹤0.01%
500
-300
677
$4.97K ﹤0.01%
77
678
$4.9K ﹤0.01%
19
-54
679
$4.89K ﹤0.01%
22
-18
680
$4.85K ﹤0.01%
88
681
$4.84K ﹤0.01%
2,000
682
$4.81K ﹤0.01%
+24
683
$4.78K ﹤0.01%
78
-202
684
$4.75K ﹤0.01%
135
-460
685
$4.74K ﹤0.01%
37
-33
686
$4.72K ﹤0.01%
23
687
$4.7K ﹤0.01%
42
-44
688
$4.64K ﹤0.01%
60
-204
689
$4.62K ﹤0.01%
296
690
$4.57K ﹤0.01%
197
691
$4.54K ﹤0.01%
119
692
$4.54K ﹤0.01%
32
-60
693
$4.48K ﹤0.01%
40
-35
694
$4.46K ﹤0.01%
386
695
$4.42K ﹤0.01%
161
696
$4.41K ﹤0.01%
155
-174
697
$4.4K ﹤0.01%
18
-42
698
$4.4K ﹤0.01%
1,999
699
$4.38K ﹤0.01%
97
+56
700
$4.36K ﹤0.01%
53
-68
26 27
28
29 30