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
$553M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,303
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$17.8M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$4.35M
5
AMD icon
Advanced Micro Devices
AMD
+$4.04M

Top Sells

1
+$795K
2
+$692K
3
+$574K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$123K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$88.1K

Sector Composition

1 Healthcare 21.35%
2 Financials 7.74%
3 Technology 6.78%
4 Consumer Discretionary 4.25%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$122K 0.02%
435
-25
202
$120K 0.02%
1,260
+490
203
$120K 0.02%
1,517
-309
204
$117K 0.02%
3,009
205
$117K 0.02%
1,571
206
$116K 0.02%
238
+8
207
$114K 0.02%
1,030
+2
208
$113K 0.02%
3,663
+2,355
209
$113K 0.02%
+7,200
210
$113K 0.02%
539
+21
211
$111K 0.02%
2,786
+360
212
$110K 0.02%
325
+27
213
$110K 0.02%
1,366
+169
214
$110K 0.02%
2,724
+192
215
$108K 0.02%
2,379
216
$108K 0.02%
910
+231
217
$107K 0.02%
494
+143
218
$107K 0.02%
1,947
+65
219
$105K 0.02%
590
+74
220
$105K 0.02%
1,700
+677
221
$105K 0.02%
2,196
+290
222
$104K 0.02%
1,390
223
$104K 0.02%
2,409
224
$103K 0.02%
547
+148
225
$101K 0.02%
925
+41
7 8
9
10 11