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
176
$152K 0.03%
1,069
+855
177
$151K 0.03%
391
+82
178
$148K 0.03%
506
+38
179
$148K 0.03%
2,425
+123
180
$147K 0.03%
21,205
181
$145K 0.03%
642
-53
182
$144K 0.03%
1,675
+55
183
$143K 0.03%
2,599
+175
184
$140K 0.03%
5,442
+1,349
185
$140K 0.03%
842
+68
186
$140K 0.03%
2,110
187
$139K 0.03%
1,707
+457
188
$139K 0.03%
6,000
+1,000
189
$138K 0.02%
844
+137
190
$137K 0.02%
1,624
+209
191
$135K 0.02%
10,550
192
$134K 0.02%
2,732
+112
193
$130K 0.02%
800
+591
194
$129K 0.02%
4,640
195
$127K 0.02%
2,912
+92
196
$127K 0.02%
+5,270
197
$125K 0.02%
300
+67
198
$125K 0.02%
+1,307
199
$124K 0.02%
328
+69
200
$122K 0.02%
4,144
+296
6 7
8
9 10