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
401
$22K ﹤0.01%
+89
402
$22K ﹤0.01%
+578
403
$22K ﹤0.01%
+364
404
$22K ﹤0.01%
67
405
$21K ﹤0.01%
+44
406
$21K ﹤0.01%
+1,945
407
$21K ﹤0.01%
225
+200
408
$21K ﹤0.01%
100
409
$21K ﹤0.01%
+332
410
$21K ﹤0.01%
876
+280
411
$21K ﹤0.01%
+35
412
$21K ﹤0.01%
+291
413
$20K ﹤0.01%
+125
414
$20K ﹤0.01%
+5,540
415
$20K ﹤0.01%
+359
416
$20K ﹤0.01%
+957
417
$20K ﹤0.01%
+100
418
$20K ﹤0.01%
+903
419
$20K ﹤0.01%
+435
420
$20K ﹤0.01%
+5
421
$20K ﹤0.01%
+140
422
$20K ﹤0.01%
+266
423
$20K ﹤0.01%
+348
424
$19K ﹤0.01%
+160
425
$19K ﹤0.01%
904
+329
15 16
17
18 19