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
801
$2.53K ﹤0.01%
175
-156
802
$2.53K ﹤0.01%
73
803
$2.52K ﹤0.01%
82
-115
804
$2.49K ﹤0.01%
99
805
$2.48K ﹤0.01%
611
-1,579
806
$2.46K ﹤0.01%
81
-241
807
$2.46K ﹤0.01%
83
808
$2.45K ﹤0.01%
579
809
$2.45K ﹤0.01%
67
-152
810
$2.44K ﹤0.01%
30
-9
811
$2.43K ﹤0.01%
309
-560
812
$2.42K ﹤0.01%
237
813
$2.42K ﹤0.01%
300
-8
814
$2.4K ﹤0.01%
14
-88
815
$2.36K ﹤0.01%
254
816
$2.35K ﹤0.01%
48
-73
817
$2.31K ﹤0.01%
7
-30
818
$2.31K ﹤0.01%
52
-136
819
$2.3K ﹤0.01%
45
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820
$2.23K ﹤0.01%
308
821
$2.23K ﹤0.01%
45
822
$2.23K ﹤0.01%
84
823
$2.22K ﹤0.01%
100
824
$2.21K ﹤0.01%
51
-441
825
$2.2K ﹤0.01%
50
-101
31 32
33
34 35