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
$205M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.1M
3
+$703K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$642K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$495K

Top Sells

1
+$24.6M
2
+$2.44M
3
+$918K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$604K

Sector Composition

1 Communication Services 31.08%
2 Energy 5.82%
3 Technology 4.38%
4 Financials 2.47%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$105K 0.05%
1,000
77
$101K 0.05%
4,640
78
$98K 0.05%
3,897
79
$93K 0.05%
1,175
80
$91K 0.04%
790
81
$90K 0.04%
783
82
$88K 0.04%
1,734
+84
83
$86K 0.04%
237
+19
84
$83K 0.04%
52
-8
85
$83K 0.04%
786
86
$76K 0.04%
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87
$74K 0.04%
426
88
$72K 0.04%
440
89
$68K 0.03%
2,000
90
$67K 0.03%
2,026
91
$66K 0.03%
1,200
92
$65K 0.03%
1,397
93
$64K 0.03%
1,133
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94
$62K 0.03%
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95
$61K 0.03%
328
96
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97
$58K 0.03%
1,669
98
$57K 0.03%
227
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99
$57K 0.03%
440
100
$57K 0.03%
+1,008
2 3
4
5 6