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
851
$4K ﹤0.01%
+267
852
$4K ﹤0.01%
+37
853
$4K ﹤0.01%
+116
854
$4K ﹤0.01%
+270
855
$4K ﹤0.01%
+45
856
$4K ﹤0.01%
+362
857
$4K ﹤0.01%
+452
858
$4K ﹤0.01%
+264
859
$4K ﹤0.01%
+211
860
$4K ﹤0.01%
+8
861
$4K ﹤0.01%
250
862
$3K ﹤0.01%
+175
863
$3K ﹤0.01%
29
-6
864
$3K ﹤0.01%
100
865
$3K ﹤0.01%
+30
866
$3K ﹤0.01%
+41
867
$3K ﹤0.01%
+87
868
$3K ﹤0.01%
+50
869
$3K ﹤0.01%
+54
870
$3K ﹤0.01%
+38
871
$3K ﹤0.01%
+109
872
$3K ﹤0.01%
+36
873
$3K ﹤0.01%
+85
874
$3K ﹤0.01%
+300
875
$3K ﹤0.01%
+118
33 34
35
36 37