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
$630M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,346
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.19M
3
+$6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.85M

Top Sells

1
+$3.75M
2
+$3.16M
3
+$1.94M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M

Sector Composition

1 Healthcare 21.68%
2 Financials 7.07%
3 Technology 4.8%
4 Energy 3.71%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$264K 0.04%
1,071
+532
127
$263K 0.04%
1,859
-45
128
$261K 0.04%
990
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129
$259K 0.04%
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130
$249K 0.04%
101
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131
$242K 0.04%
1,127
+687
132
$241K 0.04%
1,618
-362
133
$240K 0.04%
14,922
-120
134
$238K 0.04%
4,007
+48
135
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1,410
-58
136
$232K 0.04%
4,940
-3,150
137
$229K 0.04%
5,811
+1,489
138
$228K 0.04%
4,367
-443
139
$223K 0.04%
458
-114
140
$223K 0.04%
6,718
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141
$219K 0.03%
1,259
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142
$218K 0.03%
2,242
+1,706
143
$218K 0.03%
955
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144
$218K 0.03%
15,873
+1,048
145
$217K 0.03%
1,496
146
$214K 0.03%
3,372
+392
147
$213K 0.03%
1,943
-139
148
$208K 0.03%
11,844
149
$207K 0.03%
1,717
-88
150
$206K 0.03%
4,563
-469
4 5
6
7 8