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
276
$58K 0.01%
2,200
+2,150
277
$57K 0.01%
+390
278
$57K 0.01%
401
+339
279
$56K 0.01%
233
+157
280
$56K 0.01%
320
+220
281
$56K 0.01%
662
+203
282
$56K 0.01%
+183
283
$55K 0.01%
+1,239
284
$55K 0.01%
858
285
$55K 0.01%
+990
286
$55K 0.01%
720
287
$54K 0.01%
568
+328
288
$53K 0.01%
+223
289
$53K 0.01%
1,804
290
$52K 0.01%
633
+202
291
$52K 0.01%
+45
292
$52K 0.01%
747
+736
293
$51K 0.01%
634
+134
294
$51K 0.01%
299
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295
$50K 0.01%
238
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296
$50K 0.01%
910
+144
297
$50K 0.01%
+233
298
$49K 0.01%
701
+122
299
$49K 0.01%
259
+189
300
$48K 0.01%
544
+84
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