CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
+$27.4M
2
+$19.7M
3
+$17.3M
4
AMD icon
Advanced Micro Devices
AMD
+$5.43M
5
TSLA icon
Tesla
TSLA
+$4.58M

Top Sells

1
+$827K
2
+$734K
3
+$644K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$137K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$95K

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%
65
+13
927
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36
+16
928
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56
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929
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+20
930
$4K ﹤0.01%
379
+99
931
$3K ﹤0.01%
+55
932
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33
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933
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29
934
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85
+49
935
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429
936
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100
937
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7
938
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529
+7
939
$3K ﹤0.01%
8
940
$3K ﹤0.01%
337
941
$3K ﹤0.01%
38
942
$3K ﹤0.01%
109
943
$3K ﹤0.01%
142
944
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+39
945
$3K ﹤0.01%
168
946
$3K ﹤0.01%
197
947
$3K ﹤0.01%
200
948
$3K ﹤0.01%
27
949
$3K ﹤0.01%
38
950
$3K ﹤0.01%
+129
36 37
38
39 40