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
301
$5K ﹤0.01%
98
302
$5K ﹤0.01%
15
303
$5K ﹤0.01%
+100
304
$5K ﹤0.01%
583
305
$5K ﹤0.01%
519
306
$5K ﹤0.01%
59
307
$5K ﹤0.01%
27
-53
308
$5K ﹤0.01%
233
309
$5K ﹤0.01%
16
310
$5K ﹤0.01%
3,910
311
$5K ﹤0.01%
63
312
$5K ﹤0.01%
600
313
$4K ﹤0.01%
180
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$4K ﹤0.01%
158
315
$4K ﹤0.01%
27
316
$4K ﹤0.01%
62
317
$4K ﹤0.01%
5
318
$4K ﹤0.01%
51
-78
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$4K ﹤0.01%
90
320
$4K ﹤0.01%
13
321
$4K ﹤0.01%
25
322
$4K ﹤0.01%
31
-14
323
$4K ﹤0.01%
10
324
$4K ﹤0.01%
200
325
$4K ﹤0.01%
950
11 12
13
14 15