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
901
$1.21K ﹤0.01%
16
-59
902
$1.2K ﹤0.01%
175
903
$1.2K ﹤0.01%
28
-32
904
$1.2K ﹤0.01%
107
905
$1.19K ﹤0.01%
+100
906
$1.18K ﹤0.01%
239
907
$1.17K ﹤0.01%
71
-140
908
$1.17K ﹤0.01%
51
909
$1.17K ﹤0.01%
51
910
$1.16K ﹤0.01%
+18
911
$1.16K ﹤0.01%
22
912
$1.15K ﹤0.01%
27
913
$1.15K ﹤0.01%
36
-2
914
$1.14K ﹤0.01%
12
-29
915
$1.12K ﹤0.01%
15
-56
916
$1.1K ﹤0.01%
14
917
$1.09K ﹤0.01%
30
918
$1.09K ﹤0.01%
92
919
$1.07K ﹤0.01%
+12
920
$1.05K ﹤0.01%
126
-318
921
$1.01K ﹤0.01%
34
-118
922
$1K ﹤0.01%
99
923
$981 ﹤0.01%
44
924
$977 ﹤0.01%
27
-69
925
$974 ﹤0.01%
34
35 36
37
38 39