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
51
$582K 0.13%
2,953
+285
52
$554K 0.12%
44,319
53
$552K 0.12%
4,207
54
$548K 0.12%
1,009
+402
55
$532K 0.12%
4,761
56
$527K 0.12%
3,734
+279
57
$517K 0.11%
5,384
+1,253
58
$513K 0.11%
3,577
+923
59
$510K 0.11%
34,290
+27
60
$484K 0.11%
59,851
+613
61
$469K 0.1%
2,686
+1,520
62
$463K 0.1%
+19,385
63
$459K 0.1%
7,196
+711
64
$458K 0.1%
2,580
+1,184
65
$453K 0.1%
5,848
+1,235
66
$445K 0.1%
2,048
67
$418K 0.09%
4,519
+136
68
$413K 0.09%
13,124
+12,450
69
$403K 0.09%
840
+182
70
$395K 0.09%
1,440
+924
71
$391K 0.09%
1,239
+638
72
$383K 0.08%
7,132
+772
73
$382K 0.08%
8,090
+3,150
74
$381K 0.08%
3,583
+450
75
$379K 0.08%
3,504
+121
1 2
3
4 5