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
601
$10K ﹤0.01%
289
+259
602
$10K ﹤0.01%
612
+125
603
$10K ﹤0.01%
+109
604
$10K ﹤0.01%
339
+3
605
$10K ﹤0.01%
+59
606
$10K ﹤0.01%
+267
607
$10K ﹤0.01%
+699
608
$9K ﹤0.01%
675
+495
609
$9K ﹤0.01%
100
610
$9K ﹤0.01%
+102
611
$9K ﹤0.01%
+121
612
$9K ﹤0.01%
+99
613
$9K ﹤0.01%
+73
614
$9K ﹤0.01%
+198
615
$9K ﹤0.01%
316
+158
616
$9K ﹤0.01%
+23
617
$9K ﹤0.01%
159
+116
618
$9K ﹤0.01%
350
619
$9K ﹤0.01%
+129
620
$9K ﹤0.01%
+101
621
$9K ﹤0.01%
+282
622
$9K ﹤0.01%
108
+106
623
$9K ﹤0.01%
+246
624
$9K ﹤0.01%
+144
625
$9K ﹤0.01%
+60
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