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
$205M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.1M
3
+$703K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$642K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$495K

Top Sells

1
+$24.6M
2
+$2.44M
3
+$918K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$604K

Sector Composition

1 Communication Services 31.08%
2 Energy 5.82%
3 Technology 4.38%
4 Financials 2.47%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57K 0.03%
337
102
$56K 0.03%
400
103
$55K 0.03%
598
104
$54K 0.03%
+1,406
105
$52K 0.03%
220
106
$49K 0.02%
134
107
$48K 0.02%
720
108
$47K 0.02%
509
+35
109
$47K 0.02%
2,000
-4
110
$47K 0.02%
470
111
$45K 0.02%
+2,020
112
$44K 0.02%
935
113
$43K 0.02%
1,077
114
$41K 0.02%
270
115
$40K 0.02%
1,513
116
$38K 0.02%
891
117
$37K 0.02%
475
118
$34K 0.02%
1,428
-364
119
$34K 0.02%
180
120
$33K 0.02%
299
+55
121
$33K 0.02%
326
122
$33K 0.02%
+370
123
$32K 0.02%
789
124
$31K 0.02%
977
-1,680
125
$29K 0.01%
404
-86
3 4
5
6 7