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
626
$9K ﹤0.01%
+86
627
$9K ﹤0.01%
+52
628
$9K ﹤0.01%
+267
629
$9K ﹤0.01%
+360
630
$9K ﹤0.01%
+73
631
$9K ﹤0.01%
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632
$9K ﹤0.01%
+116
633
$9K ﹤0.01%
+484
634
$9K ﹤0.01%
+33
635
$9K ﹤0.01%
200
636
$9K ﹤0.01%
100
637
$9K ﹤0.01%
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638
$9K ﹤0.01%
+528
639
$9K ﹤0.01%
+75
640
$9K ﹤0.01%
54
+15
641
$9K ﹤0.01%
+89
642
$9K ﹤0.01%
+201
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$9K ﹤0.01%
+29
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$9K ﹤0.01%
190
645
$8K ﹤0.01%
+56
646
$8K ﹤0.01%
+119
647
$8K ﹤0.01%
+1,806
648
$8K ﹤0.01%
175
-125
649
$8K ﹤0.01%
+172
650
$8K ﹤0.01%
673