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
$858M
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19M
3
+$13.4M
4
TSLA icon
Tesla
TSLA
+$9.7M
5
AMD icon
Advanced Micro Devices
AMD
+$7.49M

Top Sells

1
+$13.8M
2
+$7.4M
3
+$3.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.91M

Sector Composition

1 Healthcare 18.98%
2 Technology 7.35%
3 Financials 7.09%
4 Energy 3.04%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$160K 0.02%
+1,425
202
$159K 0.02%
1,563
-26
203
$156K 0.02%
960
-145
204
$155K 0.02%
+1,200
205
$154K 0.02%
+911
206
$153K 0.02%
3,530
-784
207
$153K 0.02%
+1,410
208
$151K 0.02%
+655
209
$151K 0.02%
+2,646
210
$151K 0.02%
2,544
-121
211
$150K 0.02%
608
212
$150K 0.02%
+6,500
213
$149K 0.02%
9,943
214
$149K 0.02%
+14,200
215
$148K 0.02%
+354
216
$147K 0.02%
+15,837
217
$146K 0.02%
+2,092
218
$146K 0.02%
+2,504
219
$145K 0.02%
+417
220
$144K 0.02%
785
221
$144K 0.02%
+889
222
$143K 0.02%
1,159
+38
223
$142K 0.02%
1,875
224
$141K 0.02%
+1,400
225
$141K 0.02%
+1,924
7 8
9
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