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
$630M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,346
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.19M
3
+$6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.85M

Top Sells

1
+$3.75M
2
+$3.16M
3
+$1.94M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M

Sector Composition

1 Healthcare 21.68%
2 Financials 7.07%
3 Technology 4.8%
4 Energy 3.71%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$161K 0.03%
6,000
177
$161K 0.03%
10,550
178
$159K 0.03%
3,409
-2,793
179
$158K 0.03%
2,110
180
$155K 0.02%
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-30
181
$155K 0.02%
2,520
-483
182
$154K 0.02%
2,194
-231
183
$151K 0.02%
4,330
+186
184
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561
-550
185
$148K 0.02%
1,717
+200
186
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952
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187
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4,640
188
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424
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189
$140K 0.02%
409
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190
$138K 0.02%
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191
$138K 0.02%
1,342
+1,259
192
$136K 0.02%
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794
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194
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722
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195
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196
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197
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7,200
198
$123K 0.02%
1,240
-384
199
$122K 0.02%
2,740
-172
200
$121K 0.02%
217
-21
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