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
151
$192K 0.03%
1,496
+435
152
$186K 0.03%
11,844
153
$186K 0.03%
4,810
+147
154
$185K 0.03%
12,067
+169
155
$183K 0.03%
1,509
+8
156
$180K 0.03%
3,218
+230
157
$178K 0.03%
5,322
+178
158
$177K 0.03%
1,728
+112
159
$175K 0.03%
+1,533
160
$175K 0.03%
1,180
+67
161
$174K 0.03%
2,980
+3
162
$173K 0.03%
1,161
+35
163
$171K 0.03%
1,093
164
$171K 0.03%
364
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165
$169K 0.03%
2,032
+134
166
$169K 0.03%
1,781
167
$168K 0.03%
784
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168
$167K 0.03%
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169
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152
170
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1,420
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171
$164K 0.03%
4,322
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172
$162K 0.03%
3,736
173
$162K 0.03%
3,193
+30
174
$155K 0.03%
1,459
175
$152K 0.03%
6,004
+276
5 6
7
8 9