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
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.36M
3
+$5.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$889K
2
+$777K
3
+$471K
4
AAPL icon
Apple
AAPL
+$282K
5
TSLA icon
Tesla
TSLA
+$274K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$456K 0.09%
24,234
+2,274
52
$445K 0.09%
+16,306
53
$394K 0.08%
5,391
+4,399
54
$377K 0.08%
19,674
-2,604
55
$376K 0.08%
663
+322
56
$369K 0.08%
1,451
+953
57
$368K 0.07%
9,330
+3,148
58
$362K 0.07%
3,880
+300
59
$328K 0.07%
3,380
+97
60
$315K 0.06%
627
+617
61
$306K 0.06%
3,009
62
$293K 0.06%
7,893
63
$286K 0.06%
1,420
+11
64
$286K 0.06%
786
65
$284K 0.06%
3,737
+1,805
66
$280K 0.06%
11,060
67
$276K 0.06%
14,196
+5,228
68
$274K 0.06%
3,180
+300
69
$270K 0.05%
10,794
70
$265K 0.05%
3,039
+1,050
71
$263K 0.05%
902
+852
72
$255K 0.05%
5,882
73
$249K 0.05%
4,223
74
$248K 0.05%
5,001
+941
75
$246K 0.05%
4,845
1 2
3
4 5