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
151
$78K 0.02%
+343
152
$76K 0.02%
460
-21
153
$74K 0.02%
+1,220
154
$74K 0.02%
+300
155
$74K 0.02%
1,722
156
$74K 0.02%
2,520
-1,280
157
$73K 0.01%
1,414
+192
158
$73K 0.01%
385
159
$72K 0.01%
613
+335
160
$72K 0.01%
720
161
$70K 0.01%
608
162
$70K 0.01%
1,406
163
$69K 0.01%
+956
164
$69K 0.01%
4,869
165
$68K 0.01%
460
+20
166
$68K 0.01%
1,249
+677
167
$67K 0.01%
935
168
$67K 0.01%
250
169
$66K 0.01%
+615
170
$66K 0.01%
+778
171
$66K 0.01%
1,276
172
$61K 0.01%
509
173
$60K 0.01%
316
+143
174
$60K 0.01%
+295
175
$58K 0.01%
+1,200
5 6
7
8 9