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
$630M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,346
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.19M
3
+$6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.85M

Top Sells

1
+$3.75M
2
+$3.16M
3
+$1.94M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M

Sector Composition

1 Healthcare 21.68%
2 Financials 7.07%
3 Technology 4.8%
4 Energy 3.71%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$342K 0.05%
10,794
102
$342K 0.05%
750
-149
103
$342K 0.05%
2,522
-36
104
$338K 0.05%
1,437
-172
105
$335K 0.05%
2,299
-133
106
$334K 0.05%
9,561
+217
107
$329K 0.05%
5,628
108
$324K 0.05%
17,560
-2,954
109
$323K 0.05%
21,612
-2,790
110
$317K 0.05%
2,707
-418
111
$317K 0.05%
3,376
-89
112
$315K 0.05%
2,962
113
$303K 0.05%
5,420
-800
114
$302K 0.05%
2,982
+950
115
$293K 0.05%
6,849
-6,297
116
$289K 0.05%
790
-242
117
$287K 0.05%
5,760
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118
$287K 0.05%
2,280
+1,250
119
$278K 0.04%
2,826
120
$275K 0.04%
2,077
-23,804
121
$274K 0.04%
136
-33
122
$271K 0.04%
3,185
-148
123
$270K 0.04%
2,284
+556
124
$265K 0.04%
4,736
-854
125
$265K 0.04%
1,083
-89
3 4
5
6 7