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
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.36M
3
+$5.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$889K
2
+$777K
3
+$471K
4
AAPL icon
Apple
AAPL
+$282K
5
TSLA icon
Tesla
TSLA
+$274K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$235K 0.05%
352
+1
77
$232K 0.05%
659
-9
78
$230K 0.05%
14,534
+14,034
79
$229K 0.05%
11,844
80
$226K 0.05%
1,943
+495
81
$219K 0.04%
3,835
+41
82
$215K 0.04%
620
+613
83
$210K 0.04%
1,487
+279
84
$209K 0.04%
3,350
+1,500
85
$209K 0.04%
581
-14
86
$202K 0.04%
10,192
87
$200K 0.04%
1,160
88
$200K 0.04%
3,163
89
$198K 0.04%
3,406
90
$192K 0.04%
831
+787
91
$183K 0.04%
6,863
-491
92
$178K 0.04%
2,110
93
$178K 0.04%
2,329
+2,204
94
$177K 0.04%
1,343
-18
95
$171K 0.03%
675
96
$168K 0.03%
1,371
+9
97
$168K 0.03%
3,483
+1,992
98
$167K 0.03%
8,974
+278
99
$164K 0.03%
819
+33
100
$163K 0.03%
590
2 3
4
5 6