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
876
$1.5K ﹤0.01%
19
877
$1.5K ﹤0.01%
13
-15
878
$1.5K ﹤0.01%
33
-34
879
$1.48K ﹤0.01%
+14
880
$1.48K ﹤0.01%
26
-71
881
$1.47K ﹤0.01%
142
882
$1.47K ﹤0.01%
17
-183
883
$1.46K ﹤0.01%
36
-49
884
$1.45K ﹤0.01%
106
885
$1.45K ﹤0.01%
23
-323
886
$1.45K ﹤0.01%
63
887
$1.44K ﹤0.01%
62
-212
888
$1.42K ﹤0.01%
19
889
$1.41K ﹤0.01%
11
-54
890
$1.41K ﹤0.01%
57
891
$1.38K ﹤0.01%
35
892
$1.38K ﹤0.01%
16
-40
893
$1.38K ﹤0.01%
30
894
$1.35K ﹤0.01%
55
-74
895
$1.32K ﹤0.01%
21
896
$1.31K ﹤0.01%
32
897
$1.3K ﹤0.01%
26
-1,455
898
$1.24K ﹤0.01%
30
+27
899
$1.23K ﹤0.01%
+2
900
$1.21K ﹤0.01%
18
34 35
36
37 38