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
926
$4K ﹤0.01%
68
+2
927
$4K ﹤0.01%
296
928
$4K ﹤0.01%
168
929
$4K ﹤0.01%
85
930
$4K ﹤0.01%
166
931
$3K ﹤0.01%
+277
932
$3K ﹤0.01%
33
+10
933
$3K ﹤0.01%
29
934
$3K ﹤0.01%
85
+49
935
$3K ﹤0.01%
429
936
$3K ﹤0.01%
100
937
$3K ﹤0.01%
345
938
$3K ﹤0.01%
529
+7
939
$3K ﹤0.01%
8
940
$3K ﹤0.01%
337
941
$3K ﹤0.01%
50
942
$3K ﹤0.01%
38
943
$3K ﹤0.01%
109
944
$3K ﹤0.01%
36
945
$3K ﹤0.01%
+99
946
$3K ﹤0.01%
142
947
$3K ﹤0.01%
+39
948
$3K ﹤0.01%
168
949
$3K ﹤0.01%
197
950
$3K ﹤0.01%
200
36 37
38
39 40