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
976
$422 ﹤0.01%
21
977
$408 ﹤0.01%
+10
978
$385 ﹤0.01%
+66
979
$378 ﹤0.01%
247
980
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+13
981
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15
982
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+9
983
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281
-600
984
$299 ﹤0.01%
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985
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986
$254 ﹤0.01%
4
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42
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$205 ﹤0.01%
1
992
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$200 ﹤0.01%
2
-10
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$198 ﹤0.01%
10
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$191 ﹤0.01%
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996
$187 ﹤0.01%
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$187 ﹤0.01%
20
998
$185 ﹤0.01%
3
-137
999
$181 ﹤0.01%
+2
1000
$179 ﹤0.01%
+17
38 39
40
41 42