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
$725M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$20.2M
3
+$15.9M
4
PACS icon
PACS Group
PACS
+$14.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.47M

Top Sells

1
+$145M
2
+$35.1M
3
+$19.3M
4
TSLA icon
Tesla
TSLA
+$2.44M
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$2.13M

Sector Composition

1 Financials 8.29%
2 Technology 5.05%
3 Consumer Discretionary 3.18%
4 Healthcare 3.1%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$104K 0.01%
1,324
202
$104K 0.01%
2,553
203
$104K 0.01%
1,836
-204
204
$103K 0.01%
1,115
-560
205
$102K 0.01%
1,294
-70
206
$101K 0.01%
2,034
207
$101K 0.01%
4,260
208
$98.3K 0.01%
3,693
+102
209
$98.2K 0.01%
+2,052
210
$98K 0.01%
988
-452
211
$96.7K 0.01%
+56
212
$96.2K 0.01%
710
+300
213
$96.1K 0.01%
902
-26
214
$95.7K 0.01%
1,602
-391
215
$94.8K 0.01%
413
-177
216
$93.8K 0.01%
254
-23
217
$92.2K 0.01%
809
218
$91K 0.01%
+308
219
$90.6K 0.01%
12,799
-350
220
$90.6K 0.01%
1,185
-301
221
$90.5K 0.01%
744
-45
222
$90K 0.01%
2,122
223
$88.8K 0.01%
1,472
-785
224
$86.9K 0.01%
2,804
225
$86.6K 0.01%
1,608
-245
7 8
9
10 11