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
851
$1.79K ﹤0.01%
66
-185
852
$1.77K ﹤0.01%
125
853
$1.77K ﹤0.01%
93
854
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14
-46
855
$1.73K ﹤0.01%
46
-2
856
$1.73K ﹤0.01%
19
-125
857
$1.72K ﹤0.01%
94
858
$1.72K ﹤0.01%
58
859
$1.71K ﹤0.01%
28
860
$1.68K ﹤0.01%
28
-34
861
$1.67K ﹤0.01%
23
-78
862
$1.67K ﹤0.01%
7
863
$1.66K ﹤0.01%
15
-46
864
$1.66K ﹤0.01%
298
865
$1.65K ﹤0.01%
52
-13
866
$1.65K ﹤0.01%
41
-39
867
$1.63K ﹤0.01%
199
-690
868
$1.62K ﹤0.01%
172
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869
$1.61K ﹤0.01%
21
-57
870
$1.59K ﹤0.01%
+38
871
$1.58K ﹤0.01%
33
+12
872
$1.57K ﹤0.01%
521
873
$1.53K ﹤0.01%
16
-1,291
874
$1.52K ﹤0.01%
62
875
$1.51K ﹤0.01%
115
33 34
35
36 37