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
$453M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,173
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.74M
3
+$1.27M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.23M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1
+$7.01M
2
+$5.08M
3
+$1.61M
4
CVX icon
Chevron
CVX
+$1.17M
5
FIS icon
Fidelity National Information Services
FIS
+$425K

Sector Composition

1 Healthcare 25.15%
2 Technology 5.29%
3 Energy 4.13%
4 Financials 3.62%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$72K 0.02%
428
+178
252
$71K 0.02%
770
+605
253
$71K 0.02%
1,163
+163
254
$69K 0.02%
923
+5
255
$69K 0.02%
386
+255
256
$69K 0.02%
252
+197
257
$69K 0.02%
+328
258
$68K 0.02%
1,902
-267
259
$68K 0.02%
959
-124
260
$68K 0.02%
1,430
+569
261
$66K 0.01%
1,442
+250
262
$66K 0.01%
+1,244
263
$65K 0.01%
+770
264
$65K 0.01%
1,152
+152
265
$63K 0.01%
539
+424
266
$63K 0.01%
1,023
+73
267
$62K 0.01%
+347
268
$61K 0.01%
800
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269
$60K 0.01%
343
270
$59K 0.01%
+126
271
$59K 0.01%
805
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272
$59K 0.01%
250
273
$59K 0.01%
+4,420
274
$59K 0.01%
224
+154
275
$58K 0.01%
984
+976
9 10
11
12 13