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
176
$57K 0.01%
27
+26
177
$57K 0.01%
370
178
$57K 0.01%
+1,010
179
$55K 0.01%
+649
180
$55K 0.01%
810
181
$55K 0.01%
+888
182
$54K 0.01%
730
183
$52K 0.01%
891
184
$51K 0.01%
711
+400
185
$50K 0.01%
1,804
186
$50K 0.01%
300
+135
187
$49K 0.01%
220
188
$49K 0.01%
1,500
189
$48K 0.01%
460
+296
190
$48K 0.01%
196
-21
191
$47K 0.01%
+260
192
$47K 0.01%
+597
193
$47K 0.01%
+800
194
$46K 0.01%
185
195
$46K 0.01%
530
-10
196
$45K 0.01%
766
197
$45K 0.01%
277
198
$45K 0.01%
1,556
199
$44K 0.01%
+216
200
$43K 0.01%
+500
6 7
8
9 10