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
551
$12K ﹤0.01%
+98
552
$12K ﹤0.01%
+282
553
$12K ﹤0.01%
+124
554
$12K ﹤0.01%
+124
555
$12K ﹤0.01%
105
+25
556
$12K ﹤0.01%
+172
557
$12K ﹤0.01%
+67
558
$12K ﹤0.01%
1,162
+191
559
$12K ﹤0.01%
+187
560
$12K ﹤0.01%
+58
561
$12K ﹤0.01%
310
+302
562
$11K ﹤0.01%
+140
563
$11K ﹤0.01%
443
+143
564
$11K ﹤0.01%
+256
565
$11K ﹤0.01%
+287
566
$11K ﹤0.01%
+52
567
$11K ﹤0.01%
+562
568
$11K ﹤0.01%
+75
569
$11K ﹤0.01%
36
+17
570
$11K ﹤0.01%
+200
571
$11K ﹤0.01%
+177
572
$11K ﹤0.01%
130
573
$11K ﹤0.01%
850
574
$11K ﹤0.01%
+261
575
$11K ﹤0.01%
425
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