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
526
$14K ﹤0.01%
+315
527
$13K ﹤0.01%
+580
528
$13K ﹤0.01%
+69
529
$13K ﹤0.01%
+140
530
$13K ﹤0.01%
135
+125
531
$13K ﹤0.01%
+137
532
$13K ﹤0.01%
+159
533
$13K ﹤0.01%
+301
534
$13K ﹤0.01%
+51
535
$13K ﹤0.01%
+116
536
$13K ﹤0.01%
+34
537
$13K ﹤0.01%
+590
538
$13K ﹤0.01%
+178
539
$13K ﹤0.01%
+25
540
$13K ﹤0.01%
+51
541
$13K ﹤0.01%
+932
542
$13K ﹤0.01%
163
+100
543
$13K ﹤0.01%
+292
544
$13K ﹤0.01%
+469
545
$12K ﹤0.01%
+189
546
$12K ﹤0.01%
+163
547
$12K ﹤0.01%
+111
548
$12K ﹤0.01%
+102
549
$12K ﹤0.01%
116
+46
550
$12K ﹤0.01%
+170
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