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
476
$17K ﹤0.01%
+246
477
$16K ﹤0.01%
+358
478
$16K ﹤0.01%
640
+510
479
$16K ﹤0.01%
+47
480
$16K ﹤0.01%
+225
481
$16K ﹤0.01%
307
+82
482
$16K ﹤0.01%
+250
483
$16K ﹤0.01%
223
484
$16K ﹤0.01%
+204
485
$15K ﹤0.01%
+455
486
$15K ﹤0.01%
+1,126
487
$15K ﹤0.01%
+97
488
$15K ﹤0.01%
+564
489
$15K ﹤0.01%
+265
490
$15K ﹤0.01%
99
+67
491
$15K ﹤0.01%
+163
492
$15K ﹤0.01%
+160
493
$15K ﹤0.01%
+139
494
$15K ﹤0.01%
+326
495
$15K ﹤0.01%
+360
496
$15K ﹤0.01%
+221
497
$15K ﹤0.01%
490
498
$15K ﹤0.01%
+382
499
$15K ﹤0.01%
385
+245
500
$15K ﹤0.01%
+400
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