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
$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
1276
$0 ﹤0.01%
4
1277
$0 ﹤0.01%
8
1278
– –
0
1279
$0 ﹤0.01%
203
1280
$0 ﹤0.01%
40
1281
– –
-25
1282
– –
-182
1283
– –
-112
1284
– –
-700
1285
– –
-295
1286
$0 ﹤0.01%
2
1287
$0 ﹤0.01%
6
1288
$0 ﹤0.01%
5
+3
1289
$0 ﹤0.01%
282
1290
$0 ﹤0.01%
15
1291
$0 ﹤0.01%
163
1292
$0 ﹤0.01%
+3
1293
$0 ﹤0.01%
+4
1294
– –
-180
1295
– –
-93
1296
$0 ﹤0.01%
4
1297
$0 ﹤0.01%
1
1298
$0 ﹤0.01%
1
1299
$0 ﹤0.01%
+11
1300
$0 ﹤0.01%
12
49 50 51
52
53