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
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.36M
3
+$5.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$889K
2
+$777K
3
+$471K
4
AAPL icon
Apple
AAPL
+$282K
5
TSLA icon
Tesla
TSLA
+$274K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$162K 0.03%
1,000
102
$161K 0.03%
599
+200
103
$160K 0.03%
976
+750
104
$159K 0.03%
2,223
105
$159K 0.03%
614
-15
106
$159K 0.03%
4,640
107
$155K 0.03%
3,430
108
$155K 0.03%
5,164
+53
109
$154K 0.03%
626
+192
110
$150K 0.03%
392
+36
111
$146K 0.03%
2,965
-460
112
$142K 0.03%
367
113
$141K 0.03%
339
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114
$137K 0.03%
836
+607
115
$134K 0.03%
997
116
$132K 0.03%
1,175
117
$131K 0.03%
766
+357
118
$130K 0.03%
215
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119
$129K 0.03%
499
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120
$128K 0.03%
1,571
121
$125K 0.03%
+910
122
$124K 0.03%
1,428
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123
$122K 0.02%
51
-3
124
$122K 0.02%
1,039
-68
125
$121K 0.02%
859
+385
3 4
5
6 7