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
926
$3K ﹤0.01%
+168
927
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+83
928
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+92
929
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+153
930
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931
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932
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933
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934
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200
935
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936
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23
937
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938
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939
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940
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+81
941
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+47
942
$3K ﹤0.01%
300
943
$3K ﹤0.01%
+269
944
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+14
945
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+34
946
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+38
947
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+55
948
$3K ﹤0.01%
+195
949
$3K ﹤0.01%
+175
950
$3K ﹤0.01%
+410
36 37
38
39 40