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
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$186K 0.02%
3,625
177
$186K 0.02%
+223
178
$185K 0.02%
+724
179
$183K 0.02%
+9,000
180
$182K 0.02%
+10,630
181
$180K 0.02%
+4,151
182
$180K 0.02%
7,200
183
$179K 0.02%
4,640
184
$178K 0.02%
3,830
185
$178K 0.02%
+2,219
186
$178K 0.02%
993
-1
187
$173K 0.02%
+659
188
$172K 0.02%
+865
189
$171K 0.02%
+1,288
190
$171K 0.02%
+176
191
$169K 0.02%
+2,766
192
$168K 0.02%
+570
193
$167K 0.02%
+1,564
194
$166K 0.02%
1,504
195
$164K 0.02%
1,406
-4
196
$163K 0.02%
4,969
+124
197
$163K 0.02%
+9,254
198
$162K 0.02%
+648
199
$161K 0.02%
+403
200
$160K 0.02%
+210
6 7
8
9 10