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
151
$180K 0.02%
3,082
+1,013
152
$179K 0.02%
2,368
153
$179K 0.02%
9,174
154
$178K 0.02%
311
-12
155
$175K 0.02%
4,845
156
$171K 0.02%
416
-226
157
$171K 0.02%
9,000
158
$170K 0.02%
1,692
+7
159
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160
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1,387
-117
161
$163K 0.02%
960
162
$161K 0.02%
400
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163
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-263
164
$156K 0.02%
1,740
-135
165
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1,361
166
$156K 0.02%
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167
$155K 0.02%
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170
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171
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1,330
172
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694
173
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130
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174
$132K 0.02%
1,626
175
$130K 0.02%
1,406
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7
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