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
1001
$2K ﹤0.01%
+165
1002
$2K ﹤0.01%
+78
1003
$2K ﹤0.01%
+343
1004
$2K ﹤0.01%
+55
1005
$2K ﹤0.01%
+86
1006
$2K ﹤0.01%
+20
1007
$2K ﹤0.01%
73
1008
$2K ﹤0.01%
+119
1009
$2K ﹤0.01%
42
1010
$2K ﹤0.01%
+58
1011
$2K ﹤0.01%
74
1012
$2K ﹤0.01%
+17
1013
$2K ﹤0.01%
125
1014
$2K ﹤0.01%
+94
1015
$2K ﹤0.01%
+18
1016
$2K ﹤0.01%
+38
1017
$2K ﹤0.01%
+641
1018
$2K ﹤0.01%
+55
1019
$2K ﹤0.01%
+190
1020
$2K ﹤0.01%
99
1021
$2K ﹤0.01%
+44
1022
$2K ﹤0.01%
+89
1023
$2K ﹤0.01%
+69
1024
$2K ﹤0.01%
+51
1025
$2K ﹤0.01%
+99
39 40
41
42 43