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
801
$6K ﹤0.01%
75
802
$6K ﹤0.01%
124
+36
803
$6K ﹤0.01%
70
+2
804
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104
+14
805
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440
+140
806
$6K ﹤0.01%
+151
807
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343
808
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261
+70
809
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73
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810
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811
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46
+2
812
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101
813
$6K ﹤0.01%
+91
814
$6K ﹤0.01%
33
815
$6K ﹤0.01%
+204
816
$6K ﹤0.01%
601
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817
$6K ﹤0.01%
3,910
818
$6K ﹤0.01%
97
+20
819
$6K ﹤0.01%
86
+34
820
$6K ﹤0.01%
31
821
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129
+5
822
$6K ﹤0.01%
78
+19
823
$6K ﹤0.01%
80
824
$6K ﹤0.01%
200
825
$6K ﹤0.01%
251
+241
31 32
33
34 35