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
826
$4K ﹤0.01%
+32
827
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+76
828
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+57
829
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1,000
830
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+10
831
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+220
832
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+69
833
$4K ﹤0.01%
52
+36
834
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+45
835
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+64
836
$4K ﹤0.01%
+211
837
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41
+12
838
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36
+11
839
$4K ﹤0.01%
90
840
$4K ﹤0.01%
+296
841
$4K ﹤0.01%
+44
842
$4K ﹤0.01%
+61
843
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844
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+56
845
$4K ﹤0.01%
+10
846
$4K ﹤0.01%
+167
847
$4K ﹤0.01%
+23
848
$4K ﹤0.01%
22
849
$4K ﹤0.01%
+51
850
$4K ﹤0.01%
+59
32 33
34
35 36