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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
+$27.4M
2
+$19.7M
3
+$17.3M
4
AMD icon
Advanced Micro Devices
AMD
+$5.43M
5
TSLA icon
Tesla
TSLA
+$4.58M

Top Sells

1
+$827K
2
+$734K
3
+$644K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$137K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$95K

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
1201
$1K ﹤0.01%
+258
1202
$1K ﹤0.01%
24
1203
$1K ﹤0.01%
125
1204
$1K ﹤0.01%
+30
1205
$1K ﹤0.01%
+50
1206
$1K ﹤0.01%
131
1207
$1K ﹤0.01%
49
1208
$1K ﹤0.01%
18
1209
$1K ﹤0.01%
38
1210
$1K ﹤0.01%
+14
1211
$1K ﹤0.01%
641
1212
$1K ﹤0.01%
+98
1213
$1K ﹤0.01%
28
1214
$1K ﹤0.01%
+421
1215
$1K ﹤0.01%
26
1216
$1K ﹤0.01%
32
1217
$1K ﹤0.01%
99
1218
$1K ﹤0.01%
+7
1219
$1K ﹤0.01%
32
1220
$1K ﹤0.01%
36
+12
1221
$1K ﹤0.01%
21
1222
$1K ﹤0.01%
26
1223
$1K ﹤0.01%
54
1224
$1K ﹤0.01%
51
1225
$1K ﹤0.01%
12
47 48
49
50 51