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
$205M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.1M
3
+$703K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$642K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$495K

Top Sells

1
+$24.6M
2
+$2.44M
3
+$918K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$604K

Sector Composition

1 Communication Services 31.08%
2 Energy 5.82%
3 Technology 4.38%
4 Financials 2.47%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$190K 0.09%
2,000
52
$188K 0.09%
+2,457
53
$187K 0.09%
+3,406
54
$182K 0.09%
10,794
55
$179K 0.09%
+4,761
56
$176K 0.09%
5,182
57
$171K 0.08%
2,769
-1,040
58
$163K 0.08%
7,122
59
$146K 0.07%
799
60
$144K 0.07%
2,409
61
$138K 0.07%
+3,009
62
$132K 0.06%
5,111
+492
63
$131K 0.06%
992
64
$130K 0.06%
423
-15
65
$127K 0.06%
2,166
-498
66
$123K 0.06%
415
-10
67
$123K 0.06%
1,160
68
$123K 0.06%
636
+18
69
$119K 0.06%
1,680
70
$117K 0.06%
+7,893
71
$116K 0.06%
3,430
-200
72
$110K 0.05%
1,989
73
$110K 0.05%
7,920
74
$109K 0.05%
2,801
75
$106K 0.05%
+10,192
1 2
3
4 5