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
451
$18K ﹤0.01%
+552
452
$18K ﹤0.01%
90
+55
453
$18K ﹤0.01%
+355
454
$18K ﹤0.01%
+237
455
$18K ﹤0.01%
+204
456
$18K ﹤0.01%
413
+28
457
$17K ﹤0.01%
+169
458
$17K ﹤0.01%
+94
459
$17K ﹤0.01%
+186
460
$17K ﹤0.01%
+377
461
$17K ﹤0.01%
1,510
+450
462
$17K ﹤0.01%
+204
463
$17K ﹤0.01%
+201
464
$17K ﹤0.01%
146
+118
465
$17K ﹤0.01%
+615
466
$17K ﹤0.01%
+84
467
$17K ﹤0.01%
235
+110
468
$17K ﹤0.01%
1,710
469
$17K ﹤0.01%
+182
470
$17K ﹤0.01%
+216
471
$17K ﹤0.01%
+246
472
$17K ﹤0.01%
+117
473
$17K ﹤0.01%
+236
474
$17K ﹤0.01%
307
+227
475
$17K ﹤0.01%
+171
17 18
19
20 21