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
826
$6K ﹤0.01%
270
827
$6K ﹤0.01%
23
+7
828
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48
829
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172
+86
830
$6K ﹤0.01%
+1,174
831
$6K ﹤0.01%
265
832
$5K ﹤0.01%
83
833
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61
+2
834
$5K ﹤0.01%
79
835
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+32
836
$5K ﹤0.01%
+128
837
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838
$5K ﹤0.01%
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839
$5K ﹤0.01%
100
840
$5K ﹤0.01%
367
841
$5K ﹤0.01%
50
842
$5K ﹤0.01%
60
+20
843
$5K ﹤0.01%
31
844
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169
+54
845
$5K ﹤0.01%
90
846
$5K ﹤0.01%
37
847
$5K ﹤0.01%
59
+21
848
$5K ﹤0.01%
37
849
$5K ﹤0.01%
25
850
$5K ﹤0.01%
84
32 33
34
35 36