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
726
$3.82K ﹤0.01%
91
-689
727
$3.81K ﹤0.01%
33
-132
728
$3.81K ﹤0.01%
239
-158
729
$3.8K ﹤0.01%
+66
730
$3.79K ﹤0.01%
27
731
$3.79K ﹤0.01%
34
732
$3.77K ﹤0.01%
115
-54
733
$3.69K ﹤0.01%
82
-390
734
$3.69K ﹤0.01%
166
735
$3.69K ﹤0.01%
92
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736
$3.67K ﹤0.01%
27
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737
$3.6K ﹤0.01%
80
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738
$3.6K ﹤0.01%
9
-12
739
$3.6K ﹤0.01%
26
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$3.58K ﹤0.01%
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741
$3.58K ﹤0.01%
25
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742
$3.56K ﹤0.01%
116
743
$3.55K ﹤0.01%
25
-31
744
$3.54K ﹤0.01%
105
745
$3.53K ﹤0.01%
+144
746
$3.52K ﹤0.01%
71
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747
$3.45K ﹤0.01%
68
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748
$3.44K ﹤0.01%
22
-48
749
$3.44K ﹤0.01%
48
-93
750
$3.41K ﹤0.01%
113
-91
28 29
30
31 32