CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$487K 0.06%
+908
102
$486K 0.06%
+8,961
103
$476K 0.06%
4,735
+8
104
$468K 0.05%
+4,037
105
$466K 0.05%
+3,809
106
$464K 0.05%
+7,705
107
$449K 0.05%
+3,158
108
$442K 0.05%
+2,538
109
$434K 0.05%
+8,691
110
$424K 0.05%
+1,503
111
$422K 0.05%
+1,485
112
$422K 0.05%
1,061
113
$419K 0.05%
2,471
114
$409K 0.05%
+14,750
115
$407K 0.05%
+1,138
116
$399K 0.05%
+9,150
117
$398K 0.05%
+10,794
118
$398K 0.05%
3,800
+475
119
$388K 0.05%
+10,238
120
$387K 0.05%
+909
121
$374K 0.04%
9,929
+301
122
$369K 0.04%
+24,000
123
$367K 0.04%
4,097
-1,357
124
$365K 0.04%
+1,776
125
$363K 0.04%
+1,012
3 4
5
6 7