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
851
$5K ﹤0.01%
250
+200
852
$5K ﹤0.01%
1,000
853
$5K ﹤0.01%
130
+70
854
$5K ﹤0.01%
17
+7
855
$5K ﹤0.01%
45
-356
856
$5K ﹤0.01%
61
+16
857
$5K ﹤0.01%
17
858
$5K ﹤0.01%
65
+21
859
$5K ﹤0.01%
307
+136
860
$5K ﹤0.01%
196
861
$5K ﹤0.01%
152
+38
862
$5K ﹤0.01%
274
863
$5K ﹤0.01%
18
864
$5K ﹤0.01%
67
+20
865
$5K ﹤0.01%
269
866
$5K ﹤0.01%
869
867
$5K ﹤0.01%
21
+7
868
$5K ﹤0.01%
49
869
$5K ﹤0.01%
331
+156
870
$5K ﹤0.01%
152
+48
871
$5K ﹤0.01%
+139
872
$5K ﹤0.01%
2,000
873
$4K ﹤0.01%
200
874
$4K ﹤0.01%
77
875
$4K ﹤0.01%
176
33 34
35
36 37