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
51
$778K 0.14%
10,937
+161
52
$766K 0.14%
5,680
+57
53
$760K 0.14%
1,504
+191
54
$749K 0.14%
10,491
+8,463
55
$695K 0.13%
13,191
+12,461
56
$688K 0.12%
48,720
+14,430
57
$679K 0.12%
15,515
+770
58
$676K 0.12%
22,250
+9,126
59
$673K 0.12%
7,135
+310
60
$668K 0.12%
13,422
61
$659K 0.12%
1,299
+290
62
$649K 0.12%
3,133
+1,085
63
$637K 0.12%
7,302
+2,783
64
$610K 0.11%
3,246
+293
65
$607K 0.11%
3,922
66
$583K 0.11%
5,680
+2,097
67
$562K 0.1%
7,168
+1,320
68
$540K 0.1%
8,837
+5,053
69
$535K 0.1%
4,207
70
$519K 0.09%
5,582
+144
71
$513K 0.09%
2,733
+47
72
$512K 0.09%
4,926
+1,838
73
$509K 0.09%
3,996
+1,444
74
$493K 0.09%
13,146
+8,567
75
$485K 0.09%
4,761
1 2
3
4 5