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
$205M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.1M
3
+$703K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$642K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$495K

Top Sells

1
+$24.6M
2
+$2.44M
3
+$918K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$604K

Sector Composition

1 Communication Services 31.08%
2 Energy 5.82%
3 Technology 4.38%
4 Financials 2.47%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
120
202
$3K ﹤0.01%
+20
203
$3K ﹤0.01%
+100
204
$2K ﹤0.01%
100
+99
205
$2K ﹤0.01%
1,000
206
$2K ﹤0.01%
+276
207
$2K ﹤0.01%
+60
208
$1K ﹤0.01%
29
209
$1K ﹤0.01%
54
210
$1K ﹤0.01%
145
211
$1K ﹤0.01%
+49
212
$1K ﹤0.01%
7
213
$1K ﹤0.01%
35
214
$1K ﹤0.01%
19
215
$0 ﹤0.01%
30
216
$0 ﹤0.01%
150
217
$0 ﹤0.01%
10
218
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3
219
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14
220
– –
-3,600
221
$0 ﹤0.01%
2
222
$0 ﹤0.01%
12
223
– –
-5,837
224
$0 ﹤0.01%
10
225
$0 ﹤0.01%
1
6 7 8
9
10