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
$423M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.6M
3
+$3.35M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.91M

Top Sells

1
+$1.66M
2
+$1.13M
3
+$183K
4
SNAP icon
Snap
SNAP
+$150K
5
DVY icon
iShares Select Dividend ETF
DVY
+$77.3K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.37%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.27%
11,183
+425
27
$990K 0.23%
3,628
-185
28
$955K 0.23%
3,747
-10
29
$954K 0.23%
2,812
-7
30
$839K 0.2%
14,269
+105
31
$767K 0.18%
4,207
32
$699K 0.17%
4,254
33
$610K 0.14%
12,018
-22,341
34
$599K 0.14%
2,699
35
$580K 0.14%
4,761
36
$563K 0.13%
3,437
-270
37
$493K 0.12%
28,452
38
$441K 0.1%
1,863
39
$422K 0.1%
4,320
+33
40
$409K 0.1%
22,278
+11,370
41
$388K 0.09%
2,900
-40
42
$380K 0.09%
21,960
+42
43
$372K 0.09%
2,200
+40
44
$364K 0.09%
8,454
-55
45
$359K 0.08%
16,866
+4
46
$343K 0.08%
4,060
47
$310K 0.07%
1,409
48
$301K 0.07%
2,738
+173
49
$290K 0.07%
3,283
+17
50
$288K 0.07%
3,009
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