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
751
$3.4K ﹤0.01%
301
-558
752
$3.39K ﹤0.01%
10
-51
753
$3.38K ﹤0.01%
84
-133
754
$3.36K ﹤0.01%
90
-272
755
$3.35K ﹤0.01%
23
-48
756
$3.29K ﹤0.01%
391
757
$3.28K ﹤0.01%
50
-81
758
$3.27K ﹤0.01%
100
759
$3.22K ﹤0.01%
61
760
$3.17K ﹤0.01%
140
761
$3.15K ﹤0.01%
142
762
$3.15K ﹤0.01%
76
-276
763
$3.14K ﹤0.01%
39
-120
764
$3.13K ﹤0.01%
26
-72
765
$3.13K ﹤0.01%
23
766
$3.12K ﹤0.01%
31
-35
767
$3.08K ﹤0.01%
362
768
$3.08K ﹤0.01%
54
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769
$3.08K ﹤0.01%
417
770
$3.02K ﹤0.01%
10
-7
771
$3.01K ﹤0.01%
65
-289
772
$2.95K ﹤0.01%
32
-279
773
$2.94K ﹤0.01%
200
774
$2.91K ﹤0.01%
238
-129
775
$2.9K ﹤0.01%
258
29 30
31
32 33