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
$423M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.6M
3
+$3.35M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.91M

Top Sells

1
+$1.66M
2
+$1.13M
3
+$183K
4
SNAP icon
Snap
SNAP
+$150K
5
DVY icon
iShares Select Dividend ETF
DVY
+$77.3K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.37%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K ﹤0.01%
487
252
$12K ﹤0.01%
336
253
$12K ﹤0.01%
219
254
$12K ﹤0.01%
350
+250
255
$12K ﹤0.01%
281
256
$12K ﹤0.01%
173
+50
257
$11K ﹤0.01%
39
258
$11K ﹤0.01%
220
-60
259
$11K ﹤0.01%
72
260
$11K ﹤0.01%
148
261
$10K ﹤0.01%
100
262
$10K ﹤0.01%
350
263
$10K ﹤0.01%
200
264
$10K ﹤0.01%
180
265
$10K ﹤0.01%
142
266
$10K ﹤0.01%
170
267
$10K ﹤0.01%
+32
268
$10K ﹤0.01%
+166
269
$10K ﹤0.01%
44
270
$10K ﹤0.01%
80
271
$9K ﹤0.01%
83
272
$9K ﹤0.01%
+100
273
$9K ﹤0.01%
125
274
$9K ﹤0.01%
+175
275
$9K ﹤0.01%
850
9 10
11
12 13