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
176
$130K 0.02%
5,718
-1,856
177
$130K 0.02%
682
-25
178
$129K 0.02%
620
-153
179
$127K 0.02%
1,905
180
$126K 0.02%
5,089
181
$124K 0.02%
1,380
182
$124K 0.02%
1,233
-119
183
$123K 0.02%
2,680
184
$121K 0.02%
1,041
185
$120K 0.02%
9,943
186
$119K 0.02%
3,506
-1,076
187
$117K 0.02%
250
-202
188
$116K 0.02%
680
-205
189
$115K 0.02%
221
-150
190
$115K 0.02%
598
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191
$115K 0.02%
452
192
$115K 0.02%
3,093
193
$115K 0.02%
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194
$114K 0.02%
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195
$114K 0.02%
891
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196
$111K 0.02%
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197
$109K 0.02%
7,000
198
$108K 0.01%
3,107
+7
199
$107K 0.01%
1,870
-776
200
$106K 0.01%
1,400
-4
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8
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