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
$725M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.2M
3
+$15.9M
4
PACS icon
PACS Group
PACS
+$14.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.47M

Top Sells

1
+$145M
2
+$35.1M
3
+$19.3M
4
TSLA icon
Tesla
TSLA
+$2.44M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.13M

Sector Composition

1 Financials 8.29%
2 Technology 5.05%
3 Consumer Discretionary 3.18%
4 Healthcare 3.1%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.15%
46,719
+33
52
$1.04M 0.14%
11,635
-282
53
$1.02M 0.14%
10,256
-1,092
54
$1.01M 0.14%
4,588
-98
55
$965K 0.13%
15,401
56
$904K 0.12%
9,945
-41
57
$845K 0.12%
6,145
-232
58
$809K 0.11%
4,761
59
$799K 0.11%
4,207
60
$764K 0.11%
7,240
+4,340
61
$754K 0.1%
6,521
+44
62
$746K 0.1%
11,700
-325
63
$733K 0.1%
1,376
-34
64
$711K 0.1%
143
-17
65
$710K 0.1%
7,858
-434
66
$697K 0.1%
14,417
-270
67
$673K 0.09%
5,812
-289
68
$641K 0.09%
31,986
-4,368
69
$637K 0.09%
3,693
-143
70
$596K 0.08%
2,056
-290
71
$592K 0.08%
7,546
72
$571K 0.08%
25,153
+67
73
$569K 0.08%
20,108
+24
74
$551K 0.08%
5,110
-342
75
$533K 0.07%
4,265
1 2
3
4 5