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
76
$483K 0.09%
3,577
77
$479K 0.09%
7,977
+781
78
$465K 0.08%
3,917
+183
79
$454K 0.08%
5,552
+168
80
$453K 0.08%
2,771
+191
81
$441K 0.08%
19,385
82
$426K 0.08%
59,851
83
$425K 0.08%
899
+59
84
$424K 0.08%
1,535
+95
85
$396K 0.07%
1,392
+153
86
$391K 0.07%
6,294
+137
87
$388K 0.07%
1,541
+38
88
$380K 0.07%
37,319
-7,000
89
$375K 0.07%
3,364
+2,987
90
$373K 0.07%
8,090
91
$368K 0.07%
1,609
+180
92
$355K 0.06%
20,514
+22
93
$342K 0.06%
24,402
+69
94
$339K 0.06%
7,842
+525
95
$334K 0.06%
1,032
+97
96
$331K 0.06%
3,583
+79
97
$326K 0.06%
5,628
+1,268
98
$322K 0.06%
1,194
+49
99
$319K 0.06%
2,558
+69
100
$319K 0.06%
2,432
+330
2 3
4
5 6