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
$205M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.1M
3
+$703K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$642K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$495K

Top Sells

1
+$24.6M
2
+$2.44M
3
+$918K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$604K

Sector Composition

1 Communication Services 31.08%
2 Energy 5.82%
3 Technology 4.38%
4 Financials 2.47%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29K 0.01%
257
127
$29K 0.01%
1,804
-1
128
$29K 0.01%
145
129
$28K 0.01%
766
130
$28K 0.01%
185
131
$28K 0.01%
1,556
132
$28K 0.01%
+392
133
$27K 0.01%
278
134
$27K 0.01%
1,200
135
$25K 0.01%
468
-492
136
$23K 0.01%
245
137
$23K 0.01%
196
138
$23K 0.01%
1,316
139
$23K 0.01%
395
+345
140
$22K 0.01%
+637
141
$21K 0.01%
300
142
$21K 0.01%
375
143
$19K 0.01%
515
-90
144
$19K 0.01%
2,800
145
$18K 0.01%
221
146
$18K 0.01%
+72
147
$16K 0.01%
431
-143
148
$16K 0.01%
620
-205
149
$15K 0.01%
+430
150
$14K 0.01%
100
4 5
6
7 8