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
1
$96.8M 17.49%
1,217,103
-10,000
2
$49.2M 8.89%
137,229
+9,062
3
$34.6M 6.25%
96,886
+9,020
4
$26M 4.7%
+64
5
$26M 4.69%
591,855
+17,955
6
$23.2M 4.18%
368,077
+5
7
$21.6M 3.91%
645,604
+13,126
8
$20.3M 3.67%
466,860
+730
9
$19.2M 3.46%
47,709
+39,186
10
$17.9M 3.23%
104,677
+104,334
11
$15.9M 2.88%
96,708
+1,850
12
$14.6M 2.64%
101,811
+37
13
$13.9M 2.5%
52,221
+16,413
14
$11.7M 2.12%
1,125,410
15
$11.2M 2.02%
47,998
+3,971
16
$9.25M 1.67%
66,930
+26,106
17
$7.71M 1.39%
649,399
-58,282
18
$5.29M 0.96%
16,118
+9,943
19
$5.06M 0.91%
44,775
+28,789
20
$4.46M 0.81%
46,381
+34,541
21
$4.09M 0.74%
64,531
+63,731
22
$3.8M 0.69%
15,627
+17
23
$3.72M 0.67%
25,881
+23,772
24
$3.66M 0.66%
13,708
+4,941
25
$3.16M 0.57%
17,785
+42
1
2 3 4 5