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
801
$4K ﹤0.01%
+60
802
$4K ﹤0.01%
+85
803
$4K ﹤0.01%
+99
804
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+79
805
$4K ﹤0.01%
+199
806
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+216
807
$4K ﹤0.01%
+50
808
$4K ﹤0.01%
+40
809
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+115
810
$4K ﹤0.01%
+178
811
$4K ﹤0.01%
250
812
$4K ﹤0.01%
+33
813
$4K ﹤0.01%
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814
$4K ﹤0.01%
+63
815
$4K ﹤0.01%
+278
816
$4K ﹤0.01%
+88
817
$4K ﹤0.01%
+110
818
$4K ﹤0.01%
+81
819
$4K ﹤0.01%
401
-40
820
$4K ﹤0.01%
+35
821
$4K ﹤0.01%
+88
822
$4K ﹤0.01%
+82
823
$4K ﹤0.01%
+33
824
$4K ﹤0.01%
+129
825
$4K ﹤0.01%
+105
31 32
33
34 35