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
726
$6K ﹤0.01%
3,910
727
$6K ﹤0.01%
+77
728
$6K ﹤0.01%
124
+3
729
$6K ﹤0.01%
80
730
$6K ﹤0.01%
89
+75
731
$6K ﹤0.01%
+759
732
$6K ﹤0.01%
200
+100
733
$6K ﹤0.01%
+120
734
$6K ﹤0.01%
+655
735
$6K ﹤0.01%
+274
736
$6K ﹤0.01%
45
-16
737
$6K ﹤0.01%
+869
738
$6K ﹤0.01%
+191
739
$6K ﹤0.01%
+36
740
$5K ﹤0.01%
+59
741
$5K ﹤0.01%
+77
742
$5K ﹤0.01%
+32
743
$5K ﹤0.01%
79
+31
744
$5K ﹤0.01%
+117
745
$5K ﹤0.01%
+92
746
$5K ﹤0.01%
+339
747
$5K ﹤0.01%
+64
748
$5K ﹤0.01%
+59
749
$5K ﹤0.01%
+31
750
$5K ﹤0.01%
+43
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