CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
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
1101
$1K ﹤0.01%
29
1102
$1K ﹤0.01%
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1103
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1104
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778
1105
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44
1106
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824
1107
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+71
1108
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298
1109
$1K ﹤0.01%
+17
1110
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255
1111
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1112
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1113
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+35
1114
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1115
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7
1116
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1117
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1118
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32
1120
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+15
1121
$1K ﹤0.01%
+32
1122
$1K ﹤0.01%
50
1123
$1K ﹤0.01%
17
1124
$1K ﹤0.01%
17
1125
$1K ﹤0.01%
29
43 44
45
46 47