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
876
$3K ﹤0.01%
+63
877
$3K ﹤0.01%
+142
878
$3K ﹤0.01%
+61
879
$3K ﹤0.01%
+254
880
$3K ﹤0.01%
+168
881
$3K ﹤0.01%
+386
882
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+197
883
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884
$3K ﹤0.01%
200
885
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886
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+8
887
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888
$3K ﹤0.01%
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889
$3K ﹤0.01%
+30
890
$3K ﹤0.01%
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891
$3K ﹤0.01%
+281
892
$3K ﹤0.01%
+116
893
$3K ﹤0.01%
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894
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2,000
895
$3K ﹤0.01%
+86
896
$3K ﹤0.01%
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897
$3K ﹤0.01%
+17
898
$3K ﹤0.01%
+140
899
$3K ﹤0.01%
+116
900
$3K ﹤0.01%
+34
34 35
36
37 38