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
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.36M
3
+$5.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$889K
2
+$777K
3
+$471K
4
AAPL icon
Apple
AAPL
+$282K
5
TSLA icon
Tesla
TSLA
+$274K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$119K 0.02%
+400
127
$118K 0.02%
2,169
+300
128
$116K 0.02%
1,824
+134
129
$116K 0.02%
+665
130
$109K 0.02%
1,874
131
$109K 0.02%
2,172
+251
132
$108K 0.02%
6,970
133
$106K 0.02%
755
+469
134
$104K 0.02%
2,000
135
$104K 0.02%
+200
136
$101K 0.02%
+1,033
137
$100K 0.02%
176
+58
138
$99K 0.02%
3,353
+1,795
139
$95K 0.02%
4,153
140
$95K 0.02%
4,517
+637
141
$95K 0.02%
268
+66
142
$94K 0.02%
1,083
+150
143
$92K 0.02%
1,939
144
$84K 0.02%
1,260
+1,040
145
$84K 0.02%
734
+343
146
$84K 0.02%
334
+27
147
$81K 0.02%
270
-12
148
$81K 0.02%
1,152
+10
149
$80K 0.02%
284
+245
150
$79K 0.02%
2,026
4 5
6
7 8