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
576
$11K ﹤0.01%
208
+42
577
$11K ﹤0.01%
810
578
$11K ﹤0.01%
+66
579
$11K ﹤0.01%
+253
580
$11K ﹤0.01%
+44
581
$11K ﹤0.01%
78
+28
582
$11K ﹤0.01%
+282
583
$11K ﹤0.01%
+262
584
$11K ﹤0.01%
+113
585
$11K ﹤0.01%
+186
586
$10K ﹤0.01%
108
-92
587
$10K ﹤0.01%
+71
588
$10K ﹤0.01%
+332
589
$10K ﹤0.01%
+8
590
$10K ﹤0.01%
+284
591
$10K ﹤0.01%
+360
592
$10K ﹤0.01%
+116
593
$10K ﹤0.01%
+855
594
$10K ﹤0.01%
+64
595
$10K ﹤0.01%
150
596
$10K ﹤0.01%
+194
597
$10K ﹤0.01%
+349
598
$10K ﹤0.01%
+457
599
$10K ﹤0.01%
+49
600
$10K ﹤0.01%
+68
22 23
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