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
1051
$2K ﹤0.01%
34
1052
$2K ﹤0.01%
239
1053
$2K ﹤0.01%
+13
1054
$2K ﹤0.01%
258
1055
$2K ﹤0.01%
7
1056
$2K ﹤0.01%
41
+24
1057
$2K ﹤0.01%
232
1058
$2K ﹤0.01%
237
1059
$2K ﹤0.01%
+31
1060
$2K ﹤0.01%
212
+102
1061
$2K ﹤0.01%
79
1062
$2K ﹤0.01%
84
1063
$2K ﹤0.01%
144
1064
$2K ﹤0.01%
+382
1065
$2K ﹤0.01%
+167
1066
$2K ﹤0.01%
+58
1067
$2K ﹤0.01%
93
1068
$2K ﹤0.01%
165
1069
$2K ﹤0.01%
250
1070
$2K ﹤0.01%
42
1071
$2K ﹤0.01%
+12
1072
$2K ﹤0.01%
78
1073
$2K ﹤0.01%
55
1074
$2K ﹤0.01%
65
+52
1075
$2K ﹤0.01%
+43
41 42
43
44 45