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
501
$15K ﹤0.01%
+871
502
$15K ﹤0.01%
+143
503
$15K ﹤0.01%
+233
504
$14K ﹤0.01%
+178
505
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+128
506
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+37
507
$14K ﹤0.01%
+217
508
$14K ﹤0.01%
+170
509
$14K ﹤0.01%
+180
510
$14K ﹤0.01%
+148
511
$14K ﹤0.01%
292
+38
512
$14K ﹤0.01%
450
513
$14K ﹤0.01%
900
514
$14K ﹤0.01%
+92
515
$14K ﹤0.01%
+439
516
$14K ﹤0.01%
264
517
$14K ﹤0.01%
+45
518
$14K ﹤0.01%
+202
519
$14K ﹤0.01%
+1,331
520
$14K ﹤0.01%
+294
521
$14K ﹤0.01%
500
522
$14K ﹤0.01%
140
523
$14K ﹤0.01%
+242
524
$14K ﹤0.01%
+600
525
$14K ﹤0.01%
+210
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