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
1076
$2K ﹤0.01%
+237
1077
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20
1078
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12
+6
1079
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73
1080
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119
1081
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81
1082
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250
1083
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262
1084
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42
1085
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74
1086
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94
1087
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18
1088
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+19
1089
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+279
1090
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80
+25
1091
$2K ﹤0.01%
280
+90
1092
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85
1094
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1095
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29
1096
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+51
1097
$2K ﹤0.01%
69
1098
$2K ﹤0.01%
308
1099
$2K ﹤0.01%
600
1100
$2K ﹤0.01%
+100
42 43
44
45 46