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
$630M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,346
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.19M
3
+$6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.85M

Top Sells

1
+$3.75M
2
+$3.16M
3
+$1.94M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M

Sector Composition

1 Healthcare 21.68%
2 Financials 7.07%
3 Technology 4.8%
4 Energy 3.71%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$116K 0.02%
2,705
+1,134
202
$116K 0.02%
1,293
+967
203
$116K 0.02%
2,375
-357
204
$116K 0.02%
1,348
-352
205
$116K 0.02%
619
-639
206
$114K 0.02%
2,400
-386
207
$112K 0.02%
1,760
-1,458
208
$112K 0.02%
1,439
+73
209
$111K 0.02%
2,438
-286
210
$111K 0.02%
860
+227
211
$109K 0.02%
2,343
-66
212
$108K 0.02%
633
-167
213
$105K 0.02%
1,390
214
$102K 0.02%
1,253
-454
215
$99K 0.02%
420
-15
216
$98.8K 0.02%
4,583
-10
217
$98.2K 0.02%
2,381
+272
218
$98K 0.02%
318
+41
219
$98K 0.02%
1,314
-46
220
$97.9K 0.02%
1,427
-137
221
$96K 0.02%
256
-69
222
$94.1K 0.01%
970
-1,415
223
$94K 0.01%
242
-86
224
$93.6K 0.01%
780
225
$92.4K 0.01%
992
-268
7 8
9
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