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
1001
$178 ﹤0.01%
10
1002
$175 ﹤0.01%
3
-4,817
1003
$174 ﹤0.01%
8
1004
$162 ﹤0.01%
6
1005
$157 ﹤0.01%
+3
1006
$129 ﹤0.01%
+8
1007
$127 ﹤0.01%
+6
1008
$122 ﹤0.01%
11
-20
1009
$113 ﹤0.01%
2
1010
$106 ﹤0.01%
4
1011
$93 ﹤0.01%
2
-3
1012
$86 ﹤0.01%
10
1013
$62 ﹤0.01%
21
1014
$61 ﹤0.01%
1
1015
$60 ﹤0.01%
+3
1016
$46 ﹤0.01%
5
-118
1017
$23 ﹤0.01%
3
1018
– –
-191
1019
– –
-267
1020
– –
-12
1021
– –
-89
1022
– –
-69
1023
– –
-2
1024
– –
-600
1025
– –
-200
39 40
41
42 43