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
51
$1.05M 0.17%
199,746
52
$987K 0.16%
11,770
-247
53
$867K 0.14%
6,966
+6,056
54
$863K 0.14%
10,197
-6,583
55
$845K 0.13%
5,717
+37
56
$830K 0.13%
24,257
+2,007
57
$819K 0.13%
11,376
+439
58
$813K 0.13%
1,533
+29
59
$802K 0.13%
5,984
-1,614
60
$764K 0.12%
13,422
61
$752K 0.12%
2,235
-835
62
$725K 0.12%
14,148
-1,367
63
$717K 0.11%
3,517
+271
64
$680K 0.11%
6,736
+1,184
65
$675K 0.11%
3,545
+1,956
66
$670K 0.11%
4,755
+838
67
$667K 0.11%
1,211
-88
68
$665K 0.11%
3,922
69
$654K 0.1%
7,997
-840
70
$651K 0.1%
43,287
-5,433
71
$581K 0.09%
2,449
+1,431
72
$559K 0.09%
4,207
73
$539K 0.09%
5,234
-348
74
$537K 0.09%
3,320
+1,026
75
$520K 0.08%
4,320
-2,630
1 2
3
4 5