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
$423M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.6M
3
+$3.35M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.91M

Top Sells

1
+$1.66M
2
+$1.13M
3
+$183K
4
SNAP icon
Snap
SNAP
+$150K
5
DVY icon
iShares Select Dividend ETF
DVY
+$77.3K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.37%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.07%
3,580
52
$280K 0.07%
7,893
53
$279K 0.07%
2,097
54
$271K 0.06%
4,223
-2
55
$266K 0.06%
786
56
$262K 0.06%
5,882
57
$260K 0.06%
675
58
$248K 0.06%
2,880
59
$245K 0.06%
11,060
60
$240K 0.06%
6,182
61
$240K 0.06%
1,000
62
$224K 0.05%
10,794
63
$223K 0.05%
4,845
64
$217K 0.05%
3,794
65
$211K 0.05%
11,844
66
$207K 0.05%
595
67
$201K 0.05%
7,354
-395
68
$201K 0.05%
351
-8
69
$196K 0.05%
3,406
70
$196K 0.05%
3,163
71
$194K 0.05%
1,361
72
$193K 0.05%
2,223
73
$189K 0.04%
2,000
74
$187K 0.04%
668
-20
75
$177K 0.04%
8,696
+1,045
1 2
3
4 5