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
351
$31K 0.01%
+367
352
$31K 0.01%
8,074
353
$30K 0.01%
+625
354
$30K 0.01%
+1,016
355
$30K 0.01%
+124
356
$30K 0.01%
326
357
$30K 0.01%
+125
358
$29K 0.01%
+202
359
$29K 0.01%
+882
360
$29K 0.01%
504
+204
361
$29K 0.01%
214
+110
362
$29K 0.01%
275
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363
$28K 0.01%
+297
364
$28K 0.01%
300
365
$28K 0.01%
1,382
+882
366
$28K 0.01%
262
-22
367
$28K 0.01%
+858
368
$27K 0.01%
+723
369
$27K 0.01%
515
370
$27K 0.01%
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371
$27K 0.01%
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372
$27K 0.01%
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373
$27K 0.01%
1,450
374
$27K 0.01%
206
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375
$26K 0.01%
+348
13 14
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