CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$810K 0.09%
+6,164
77
$788K 0.09%
4,761
78
$749K 0.09%
+3,882
79
$737K 0.09%
4,207
80
$729K 0.09%
+9,449
81
$643K 0.07%
+3,118
82
$626K 0.07%
+1,427
83
$618K 0.07%
+3,906
84
$606K 0.07%
+1,655
85
$602K 0.07%
2,007
86
$600K 0.07%
+1,991
87
$590K 0.07%
+6,047
88
$582K 0.07%
+3,194
89
$558K 0.07%
+3,985
90
$542K 0.06%
3,671
+219
91
$541K 0.06%
+149
92
$536K 0.06%
+2,103
93
$524K 0.06%
3,992
+346
94
$523K 0.06%
+9,064
95
$520K 0.06%
+5,373
96
$511K 0.06%
5,218
97
$509K 0.06%
5,396
+2,642
98
$508K 0.06%
20,038
+24
99
$505K 0.06%
+777
100
$494K 0.06%
24,267
+1,299
2 3
4
5 6