CA
Crewe Advisors Portfolio holdings
AUM
$1.13B
1-Year Est. Return
29.71%
This Fund
S&P 500
1 Year Est. Return
+29.71%
AUM
$423M
AUM Growth
+$20.1M
(+5%)
Holding
488
Top Buys
| 1 | +$22.2M | |
| 2 | +$20.6M | |
| 3 | +$3.35M | |
| 4 |
Microsoft
MSFT
|
+$2.79M |
| 5 |
Invesco Preferred ETF
PGX
|
+$1.91M |
Top Sells
| 1 | +$1.66M | |
| 2 | +$1.13M | |
| 3 | +$183K | |
| 4 |
Snap
SNAP
|
+$150K |
| 5 |
iShares Select Dividend ETF
DVY
|
+$77.3K |
Sector Composition
| 1 | Healthcare | 30.19% |
| 2 | Technology | 4.36% |
| 3 | Energy | 2.89% |
| 4 | Consumer Discretionary | 2.64% |
| 5 | Financials | 1.72% |