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
1026
$2K ﹤0.01%
+98
1027
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+24
1028
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80
1029
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+34
1030
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64
1031
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36
1032
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+181
1033
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+150
1034
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49
1035
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7
1036
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30
1037
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127
1038
$2K ﹤0.01%
+23
1039
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48
1040
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70
1041
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33
+17
1042
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116
1043
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106
1044
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28
1045
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+330
1046
$2K ﹤0.01%
521
1047
$2K ﹤0.01%
45
1048
$2K ﹤0.01%
140
1049
$2K ﹤0.01%
115
1050
$2K ﹤0.01%
10
+6
40 41
42
43 44