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
776
$5K ﹤0.01%
+66
777
$5K ﹤0.01%
+44
778
$5K ﹤0.01%
+196
779
$5K ﹤0.01%
+108
780
$5K ﹤0.01%
+158
781
$5K ﹤0.01%
+68
782
$5K ﹤0.01%
+81
783
$5K ﹤0.01%
+31
784
$5K ﹤0.01%
+49
785
$4K ﹤0.01%
+83
786
$4K ﹤0.01%
200
787
$4K ﹤0.01%
+113
788
$4K ﹤0.01%
+176
789
$4K ﹤0.01%
+191
790
$4K ﹤0.01%
+40
791
$4K ﹤0.01%
+429
792
$4K ﹤0.01%
522
+14
793
$4K ﹤0.01%
+172
794
$4K ﹤0.01%
+18
795
$4K ﹤0.01%
+337
796
$4K ﹤0.01%
+160
797
$4K ﹤0.01%
+23
798
$4K ﹤0.01%
+166
799
$4K ﹤0.01%
+40
800
$4K ﹤0.01%
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