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
901
$3K ﹤0.01%
+31
902
$3K ﹤0.01%
+177
903
$3K ﹤0.01%
519
904
$3K ﹤0.01%
+280
905
$3K ﹤0.01%
+44
906
$3K ﹤0.01%
+237
907
$3K ﹤0.01%
+97
908
$3K ﹤0.01%
+79
909
$3K ﹤0.01%
675
+660
910
$3K ﹤0.01%
+300
911
$3K ﹤0.01%
+16
912
$3K ﹤0.01%
+191
913
$3K ﹤0.01%
+60
914
$3K ﹤0.01%
+171
915
$3K ﹤0.01%
36
916
$3K ﹤0.01%
+42
917
$3K ﹤0.01%
+119
918
$3K ﹤0.01%
+74
919
$3K ﹤0.01%
+20
920
$3K ﹤0.01%
+50
921
$3K ﹤0.01%
+162
922
$3K ﹤0.01%
+454
923
$3K ﹤0.01%
+171
924
$3K ﹤0.01%
+103
925
$3K ﹤0.01%
+9
35 36
37
38 39