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
701
$4.35K ﹤0.01%
+81
702
$4.34K ﹤0.01%
19
-24
703
$4.29K ﹤0.01%
250
704
$4.28K ﹤0.01%
81
705
$4.22K ﹤0.01%
343
-137
706
$4.19K ﹤0.01%
66
-258
707
$4.13K ﹤0.01%
529
708
$4.12K ﹤0.01%
196
709
$4.12K ﹤0.01%
19
-20
710
$4.11K ﹤0.01%
23
-30
711
$4.08K ﹤0.01%
10
-43
712
$4.07K ﹤0.01%
36
-152
713
$4.05K ﹤0.01%
20
-34
714
$4.05K ﹤0.01%
442
-280
715
$4.02K ﹤0.01%
285
-1,906
716
$4K ﹤0.01%
44
-108
717
$3.96K ﹤0.01%
90
718
$3.94K ﹤0.01%
64
-80
719
$3.92K ﹤0.01%
79
720
$3.9K ﹤0.01%
128
-308
721
$3.88K ﹤0.01%
24
-49
722
$3.86K ﹤0.01%
21
-52
723
$3.84K ﹤0.01%
37
-103
724
$3.84K ﹤0.01%
168
725
$3.83K ﹤0.01%
22
27 28
29
30 31