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
426
$19K ﹤0.01%
+488
427
$19K ﹤0.01%
+315
428
$19K ﹤0.01%
+145
429
$19K ﹤0.01%
+671
430
$19K ﹤0.01%
+286
431
$19K ﹤0.01%
397
+83
432
$19K ﹤0.01%
+395
433
$19K ﹤0.01%
+289
434
$19K ﹤0.01%
+1,999
435
$19K ﹤0.01%
+49
436
$19K ﹤0.01%
+178
437
$19K ﹤0.01%
+118
438
$19K ﹤0.01%
+149
439
$19K ﹤0.01%
+560
440
$19K ﹤0.01%
+7
441
$19K ﹤0.01%
+358
442
$18K ﹤0.01%
+163
443
$18K ﹤0.01%
+639
444
$18K ﹤0.01%
+39
445
$18K ﹤0.01%
191
-4,513
446
$18K ﹤0.01%
+1,475
447
$18K ﹤0.01%
+888
448
$18K ﹤0.01%
+72
449
$18K ﹤0.01%
+182
450
$18K ﹤0.01%
598