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
701
$9K ﹤0.01%
+421
702
$9K ﹤0.01%
144
703
$9K ﹤0.01%
315
+48
704
$9K ﹤0.01%
104
+36
705
$9K ﹤0.01%
65
+13
706
$9K ﹤0.01%
267
707
$9K ﹤0.01%
172
708
$8K ﹤0.01%
49
+13
709
$8K ﹤0.01%
242
710
$8K ﹤0.01%
191
+74
711
$8K ﹤0.01%
129
+75
712
$8K ﹤0.01%
53
+30
713
$8K ﹤0.01%
80
+40
714
$8K ﹤0.01%
209
+117
715
$8K ﹤0.01%
113
+53
716
$8K ﹤0.01%
+299
717
$8K ﹤0.01%
+211
718
$8K ﹤0.01%
140
+61
719
$8K ﹤0.01%
109
+37
720
$8K ﹤0.01%
484
721
$8K ﹤0.01%
33
722
$8K ﹤0.01%
606
723
$8K ﹤0.01%
10
724
$8K ﹤0.01%
663
725
$8K ﹤0.01%
109
27 28
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30 31