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
$492M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$7.36M
3
+$5.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.53M

Top Sells

1
+$889K
2
+$777K
3
+$471K
4
AAPL icon
Apple
AAPL
+$282K
5
TSLA icon
Tesla
TSLA
+$274K

Sector Composition

1 Healthcare 27.1%
2 Technology 4.61%
3 Energy 3%
4 Financials 2.87%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$43K 0.01%
+600
202
$43K 0.01%
+1,091
203
$42K 0.01%
964
-44
204
$42K 0.01%
380
205
$40K 0.01%
894
+594
206
$40K 0.01%
62
-15
207
$40K 0.01%
459
+400
208
$40K 0.01%
425
+125
209
$40K 0.01%
257
210
$39K 0.01%
93
-30
211
$39K 0.01%
1,321
212
$38K 0.01%
+42
213
$38K 0.01%
415
+40
214
$35K 0.01%
8,074
215
$35K 0.01%
+285
216
$35K 0.01%
100
217
$35K 0.01%
326
218
$34K 0.01%
863
219
$34K 0.01%
100
+97
220
$34K 0.01%
90
221
$34K 0.01%
373
222
$33K 0.01%
280
-125
223
$32K 0.01%
192
224
$32K 0.01%
+145
225
$31K 0.01%
+400
7 8
9
10 11