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
776
$2.9K ﹤0.01%
46
-171
777
$2.88K ﹤0.01%
24
-26
778
$2.85K ﹤0.01%
345
779
$2.84K ﹤0.01%
337
780
$2.8K ﹤0.01%
29
781
$2.79K ﹤0.01%
10
-3
782
$2.77K ﹤0.01%
27
-86
783
$2.77K ﹤0.01%
36
-141
784
$2.74K ﹤0.01%
250
785
$2.71K ﹤0.01%
20
-16
786
$2.7K ﹤0.01%
60
-70
787
$2.7K ﹤0.01%
41
-16
788
$2.69K ﹤0.01%
109
789
$2.68K ﹤0.01%
17
790
$2.67K ﹤0.01%
20
-53
791
$2.67K ﹤0.01%
210
-778
792
$2.66K ﹤0.01%
11
-30
793
$2.64K ﹤0.01%
330
794
$2.63K ﹤0.01%
79
795
$2.62K ﹤0.01%
28
-44
796
$2.62K ﹤0.01%
62
-136
797
$2.62K ﹤0.01%
11
-9
798
$2.61K ﹤0.01%
90
+16
799
$2.61K ﹤0.01%
41
+5
800
$2.57K ﹤0.01%
38
30 31
32
33 34