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
101
$317K 0.06%
1,346
+125
102
$311K 0.06%
2,962
+67
103
$310K 0.06%
3,465
+50
104
$308K 0.06%
2,294
+863
105
$304K 0.05%
10,794
106
$294K 0.05%
1,980
-69
107
$286K 0.05%
1,111
+533
108
$282K 0.05%
5,725
+350
109
$281K 0.05%
4,820
+2,789
110
$278K 0.05%
169
+8
111
$276K 0.05%
6,220
+570
112
$276K 0.05%
5,394
+1,772
113
$270K 0.05%
5,590
-1,542
114
$267K 0.05%
9,344
+19
115
$264K 0.05%
6,202
+523
116
$263K 0.05%
3,333
+136
117
$260K 0.05%
3,125
+2,035
118
$259K 0.05%
1,904
+15
119
$244K 0.04%
114
120
$242K 0.04%
4,535
+3,551
121
$239K 0.04%
11,197
122
$237K 0.04%
8,388
+495
123
$237K 0.04%
1,172
+53
124
$235K 0.04%
1,258
+52
125
$234K 0.04%
2,826
+791
3 4
5
6 7