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
$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
126
$230K 0.04%
2,385
127
$230K 0.04%
+10,098
128
$227K 0.04%
1,468
+141
129
$227K 0.04%
1,047
-27
130
$226K 0.04%
786
131
$223K 0.04%
4,566
+4,533
132
$221K 0.04%
572
+23
133
$218K 0.04%
5,420
+397
134
$214K 0.04%
14,825
135
$213K 0.04%
698
+174
136
$212K 0.04%
15,042
+320
137
$210K 0.04%
5,032
+399
138
$208K 0.04%
3,003
+111
139
$208K 0.04%
900
+76
140
$208K 0.04%
1,018
-76
141
$206K 0.04%
1,058
+110
142
$206K 0.04%
711
+37
143
$205K 0.04%
1,280
+38
144
$203K 0.04%
4,845
145
$203K 0.04%
2,168
+96
146
$201K 0.04%
2,082
+95
147
$195K 0.04%
3,959
+42
148
$194K 0.04%
1,805
+500
149
$193K 0.03%
6,398
+1,440
150
$192K 0.03%
1,589
+672
4 5
6
7 8