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
76
$379K 0.08%
10,794
77
$374K 0.08%
20,492
+70
78
$358K 0.08%
24,333
+63
79
$357K 0.08%
1,503
+100
80
$348K 0.08%
2,109
+508
81
$345K 0.08%
+3,088
82
$344K 0.08%
6,157
+1,880
83
$344K 0.08%
3,415
+15
84
$343K 0.08%
2,552
+301
85
$334K 0.07%
913
+611
86
$330K 0.07%
2,895
87
$329K 0.07%
1,145
+165
88
$321K 0.07%
1,429
+527
89
$315K 0.07%
2,489
+332
90
$304K 0.07%
20,040
+10,100
91
$303K 0.07%
935
+345
92
$297K 0.07%
7,317
+2,169
93
$294K 0.06%
1,889
+255
94
$294K 0.06%
12,318
+10,917
95
$289K 0.06%
2,049
+883
96
$289K 0.06%
11,197
-1,624
97
$287K 0.06%
2,102
+202
98
$282K 0.06%
161
+95
99
$274K 0.06%
5,650
+1,820
100
$272K 0.06%
5,375
+4,125
2 3
4
5 6