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
1
$106M 14.63%
180,239
+16,080
2
$56.8M 7.83%
96,893
-873
3
$50.7M 7%
814,395
+59,121
4
$36.1M 4.98%
53
-3
5
$33.8M 4.66%
480,786
+287,677
6
$32.7M 4.51%
311,510
+444
7
$29.8M 4.11%
720,466
+7,302
8
$29M 4%
50,964
-427
9
$26.5M 3.66%
+197,453
10
$25.6M 3.52%
106,356
11
$19.3M 2.66%
389,686
+320,060
12
$17.8M 2.45%
43,956
-6,039
13
$17.7M 2.44%
79,970
-969
14
$15.6M 2.15%
146,477
+5,957
15
$14.9M 2.06%
24,004
-50
16
$14.6M 2.01%
1,112,068
+1,110,410
17
$13.7M 1.9%
25,517
+125
18
$11.9M 1.64%
103,190
+20,526
19
$11.6M 1.6%
25,593
-205
20
$9.74M 1.34%
19,054
+85
21
$7.99M 1.1%
140,859
22
$7.28M 1%
144,441
-27,451
23
$5.47M 0.75%
173,853
-2,832
24
$5.44M 0.75%
71,911
-618
25
$4.87M 0.67%
54,625
+26
1
2 3 4 5