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
826
$2.19K ﹤0.01%
45
+41
827
$2.18K ﹤0.01%
15
-105
828
$2.16K ﹤0.01%
64
829
$2.1K ﹤0.01%
7
830
$2.1K ﹤0.01%
55
831
$2.1K ﹤0.01%
70
832
$2.09K ﹤0.01%
33
-149
833
$2.09K ﹤0.01%
21
-11
834
$2.08K ﹤0.01%
165
835
$2.08K ﹤0.01%
193
836
$2.06K ﹤0.01%
+13
837
$2.04K ﹤0.01%
+22
838
$2K ﹤0.01%
20
-82
839
$2K ﹤0.01%
34
840
$1.98K ﹤0.01%
44
-64
841
$1.98K ﹤0.01%
62
-137
842
$1.97K ﹤0.01%
150
843
$1.91K ﹤0.01%
26
-58
844
$1.91K ﹤0.01%
10
+5
845
$1.89K ﹤0.01%
42
846
$1.86K ﹤0.01%
82
847
$1.85K ﹤0.01%
255
-275
848
$1.81K ﹤0.01%
57
-103
849
$1.8K ﹤0.01%
33
-4,533
850
$1.79K ﹤0.01%
127
32 33
34
35 36