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
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$17.8M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$4.35M
5
AMD icon
Advanced Micro Devices
AMD
+$4.04M

Top Sells

1
+$795K
2
+$692K
3
+$574K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$123K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$88.1K

Sector Composition

1 Healthcare 21.35%
2 Financials 7.74%
3 Technology 6.78%
4 Consumer Discretionary 4.25%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$7K ﹤0.01%
810
777
$7K ﹤0.01%
21
+12
778
$7K ﹤0.01%
25
+15
779
$7K ﹤0.01%
116
780
$7K ﹤0.01%
70
+33
781
$7K ﹤0.01%
859
+100
782
$7K ﹤0.01%
120
783
$7K ﹤0.01%
699
784
$7K ﹤0.01%
2,190
+384
785
$6K ﹤0.01%
397
786
$6K ﹤0.01%
279
+107
787
$6K ﹤0.01%
54
+11
788
$6K ﹤0.01%
386
789
$6K ﹤0.01%
28
790
$6K ﹤0.01%
71
+7
791
$6K ﹤0.01%
59
792
$6K ﹤0.01%
42
793
$6K ﹤0.01%
450
-450
794
$6K ﹤0.01%
60
+17
795
$6K ﹤0.01%
610
796
$6K ﹤0.01%
31
797
$6K ﹤0.01%
804
798
$6K ﹤0.01%
301
799
$6K ﹤0.01%
66
+35
800
$6K ﹤0.01%
341
+164
30 31
32
33 34