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
326
$4K ﹤0.01%
13
327
$3K ﹤0.01%
15
328
$3K ﹤0.01%
300
329
$3K ﹤0.01%
29
330
$3K ﹤0.01%
100
331
$3K ﹤0.01%
35
-35
332
$3K ﹤0.01%
30
333
$3K ﹤0.01%
130
334
$3K ﹤0.01%
2,000
335
$3K ﹤0.01%
+150
336
$3K ﹤0.01%
90
337
$3K ﹤0.01%
64
338
$3K ﹤0.01%
6
339
$3K ﹤0.01%
100
340
$3K ﹤0.01%
29
341
$2K ﹤0.01%
14
342
$2K ﹤0.01%
12
343
$2K ﹤0.01%
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$2K ﹤0.01%
1
345
$2K ﹤0.01%
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346
$2K ﹤0.01%
15
347
$2K ﹤0.01%
11
348
$2K ﹤0.01%
50
349
$2K ﹤0.01%
10
350
$2K ﹤0.01%
24
12 13
14
15 16