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
$423M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.6M
3
+$3.35M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.91M

Top Sells

1
+$1.66M
2
+$1.13M
3
+$183K
4
SNAP icon
Snap
SNAP
+$150K
5
DVY icon
iShares Select Dividend ETF
DVY
+$77.3K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.37%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$176K 0.04%
1,320
77
$174K 0.04%
8,968
78
$173K 0.04%
1,989
79
$169K 0.04%
3,425
+300
80
$168K 0.04%
+1,464
81
$168K 0.04%
1,448
82
$166K 0.04%
1,160
-9
83
$159K 0.04%
10,192
84
$158K 0.04%
2,110
85
$156K 0.04%
1,362
-675
86
$154K 0.04%
786
87
$154K 0.04%
1,208
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88
$153K 0.04%
341
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89
$147K 0.03%
241
90
$147K 0.03%
4,640
91
$142K 0.03%
5,111
92
$139K 0.03%
3,430
93
$138K 0.03%
629
-7
94
$136K 0.03%
590
95
$135K 0.03%
498
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96
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356
97
$133K 0.03%
997
98
$132K 0.03%
367
99
$129K 0.03%
1,571
100
$128K 0.03%
54
-6
2 3
4
5 6