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
$630M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,346
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.19M
3
+$6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.85M

Top Sells

1
+$3.75M
2
+$3.16M
3
+$1.94M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M

Sector Composition

1 Healthcare 21.68%
2 Financials 7.07%
3 Technology 4.8%
4 Energy 3.71%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$514K 0.08%
3,636
-360
77
$511K 0.08%
4,761
78
$509K 0.08%
6,093
-1,075
79
$505K 0.08%
4,433
-493
80
$494K 0.08%
9,065
+3,671
81
$486K 0.08%
2,441
-292
82
$460K 0.07%
5,290
-1,845
83
$456K 0.07%
59,738
-113
84
$454K 0.07%
1,457
-84
85
$452K 0.07%
2,048
-1,085
86
$445K 0.07%
2,521
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87
$439K 0.07%
30,060
-132,910
88
$436K 0.07%
3,208
+1,699
89
$430K 0.07%
2,829
-748
90
$421K 0.07%
3,364
91
$417K 0.07%
6,424
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92
$400K 0.06%
3,990
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93
$387K 0.06%
1,114
-278
94
$366K 0.06%
1,122
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95
$358K 0.06%
1,496
+1,059
96
$356K 0.06%
1,207
-139
97
$353K 0.06%
908
+517
98
$352K 0.06%
1,340
+698
99
$352K 0.06%
1,061
+275
100
$351K 0.06%
7,431
-411
2 3
4
5 6