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
901
$4K ﹤0.01%
379
+99
902
$4K ﹤0.01%
20
+9
903
$4K ﹤0.01%
62
+34
904
$4K ﹤0.01%
80
+39
905
$4K ﹤0.01%
45
+9
906
$4K ﹤0.01%
220
907
$4K ﹤0.01%
65
+13
908
$4K ﹤0.01%
36
+16
909
$4K ﹤0.01%
123
+40
910
$4K ﹤0.01%
+95
911
$4K ﹤0.01%
10
912
$4K ﹤0.01%
23
913
$4K ﹤0.01%
22
914
$4K ﹤0.01%
267
915
$4K ﹤0.01%
158
916
$4K ﹤0.01%
116
917
$4K ﹤0.01%
530
+255
918
$4K ﹤0.01%
56
+11
919
$4K ﹤0.01%
264
920
$4K ﹤0.01%
126
-2,208
921
$4K ﹤0.01%
50
+16
922
$4K ﹤0.01%
211
923
$4K ﹤0.01%
76
+21
924
$4K ﹤0.01%
28
+15
925
$4K ﹤0.01%
90
35 36
37
38 39