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
$725M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.2M
3
+$15.9M
4
PACS icon
PACS Group
PACS
+$14.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.47M

Top Sells

1
+$145M
2
+$35.1M
3
+$19.3M
4
TSLA icon
Tesla
TSLA
+$2.44M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.13M

Sector Composition

1 Financials 8.29%
2 Technology 5.05%
3 Consumer Discretionary 3.18%
4 Healthcare 3.1%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$254K 0.04%
3,009
127
$251K 0.03%
3,502
-1,189
128
$250K 0.03%
1,898
+1
129
$250K 0.03%
78
-9
130
$248K 0.03%
2,111
131
$246K 0.03%
1,220
-24
132
$233K 0.03%
1,000
133
$229K 0.03%
1,287
-37
134
$228K 0.03%
7,039
+1,718
135
$228K 0.03%
1,702
-3
136
$221K 0.03%
7,200
137
$221K 0.03%
672
-128
138
$216K 0.03%
769
-22
139
$215K 0.03%
2,534
+1,434
140
$215K 0.03%
4,280
141
$214K 0.03%
3,950
142
$206K 0.03%
8,843
-1
143
$204K 0.03%
419
-96
144
$202K 0.03%
1,688
-171
145
$201K 0.03%
2,448
-1,270
146
$194K 0.03%
2,000
+600
147
$190K 0.03%
834
-121
148
$188K 0.03%
540
-32
149
$187K 0.03%
4,640
150
$183K 0.03%
5,011
+11
4 5
6
7 8