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
951
$3K ﹤0.01%
27
952
$3K ﹤0.01%
38
953
$3K ﹤0.01%
+129
954
$3K ﹤0.01%
85
955
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99
956
$3K ﹤0.01%
39
+9
957
$3K ﹤0.01%
+49
958
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34
959
$3K ﹤0.01%
281
960
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32
+11
961
$3K ﹤0.01%
263
962
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79
963
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292
+14
964
$3K ﹤0.01%
17
965
$3K ﹤0.01%
34
966
$3K ﹤0.01%
+143
967
$3K ﹤0.01%
417
968
$3K ﹤0.01%
33
969
$3K ﹤0.01%
+13
970
$3K ﹤0.01%
519
971
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44
972
$3K ﹤0.01%
105
973
$3K ﹤0.01%
97
974
$3K ﹤0.01%
77
975
$3K ﹤0.01%
40
+2
37 38
39
40 41