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
151
$14K 0.01%
8,074
152
$14K 0.01%
124
153
$13K 0.01%
185
154
$13K 0.01%
311
155
$13K 0.01%
264
156
$13K 0.01%
1,000
157
$13K 0.01%
490
158
$12K 0.01%
300
159
$11K 0.01%
306
160
$11K 0.01%
184
161
$10K ﹤0.01%
131
162
$10K ﹤0.01%
810
163
$10K ﹤0.01%
3,910
164
$10K ﹤0.01%
112
165
$10K ﹤0.01%
500
166
$9K ﹤0.01%
97
167
$9K ﹤0.01%
+533
168
$9K ﹤0.01%
235
169
$8K ﹤0.01%
75
170
$8K ﹤0.01%
92
171
$8K ﹤0.01%
519
172
$8K ﹤0.01%
105
-3
173
$7K ﹤0.01%
300
174
$7K ﹤0.01%
+180
175
$6K ﹤0.01%
+13
5 6
7
8 9