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
$725M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.2M
3
+$15.9M
4
PACS icon
PACS Group
PACS
+$14.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.47M

Top Sells

1
+$145M
2
+$35.1M
3
+$19.3M
4
TSLA icon
Tesla
TSLA
+$2.44M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.13M

Sector Composition

1 Financials 8.29%
2 Technology 5.05%
3 Consumer Discretionary 3.18%
4 Healthcare 3.1%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$374K 0.05%
1,040
-87
102
$374K 0.05%
2,461
-534
103
$363K 0.05%
6,253
104
$359K 0.05%
5,349
105
$351K 0.05%
2,267
106
$351K 0.05%
13,217
-1,253
107
$338K 0.05%
+678
108
$335K 0.05%
8,322
-8,044
109
$334K 0.05%
1,283
-169
110
$308K 0.04%
2,642
+2,308
111
$302K 0.04%
19,966
112
$300K 0.04%
10,165
+86
113
$299K 0.04%
5,593
+1,183
114
$298K 0.04%
2,413
115
$295K 0.04%
+1,438
116
$293K 0.04%
15,858
+336
117
$283K 0.04%
4,276
118
$281K 0.04%
5,955
119
$279K 0.04%
3,160
120
$279K 0.04%
5,592
121
$277K 0.04%
1,225
-499
122
$276K 0.04%
485
-13
123
$276K 0.04%
1,575
-851
124
$271K 0.04%
1,464
+613
125
$269K 0.04%
933
3 4
5
6 7