CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.19%
+22,320
52
$1.55M 0.18%
+9,567
53
$1.49M 0.17%
7,162
-30
54
$1.43M 0.17%
28,522
+995
55
$1.43M 0.17%
+10,819
56
$1.33M 0.15%
22,932
+4,249
57
$1.31M 0.15%
+2,605
58
$1.31M 0.15%
+2,722
59
$1.27M 0.15%
+5,595
60
$1.26M 0.15%
6,886
+2,530
61
$1.2M 0.14%
13,846
+75
62
$1.19M 0.14%
+1,531
63
$1.16M 0.14%
28,314
-9,688
64
$1.09M 0.13%
+8,210
65
$1.07M 0.12%
4,280
-56
66
$1.05M 0.12%
199,746
67
$1.03M 0.12%
+2,979
68
$1.02M 0.12%
+15,283
69
$1.02M 0.12%
+2,052
70
$1.01M 0.12%
4,897
+95
71
$962K 0.11%
46,524
+33
72
$939K 0.11%
+1,615
73
$898K 0.1%
+4,702
74
$841K 0.1%
+12,025
75
$838K 0.1%
+6,670
1 2
3
4 5