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
1051
$1K ﹤0.01%
+19
1052
$1K ﹤0.01%
+80
1053
$1K ﹤0.01%
10
1054
$1K ﹤0.01%
19
1055
$1K ﹤0.01%
30
1056
$1K ﹤0.01%
+265
1057
$1K ﹤0.01%
57
1058
$1K ﹤0.01%
35
1059
$1K ﹤0.01%
+45
1060
$1K ﹤0.01%
+142
1061
$1K ﹤0.01%
51
1062
$1K ﹤0.01%
+62
1063
$1K ﹤0.01%
16
1064
$1K ﹤0.01%
+16
1065
$1K ﹤0.01%
34
1066
$1K ﹤0.01%
+23
1067
$1K ﹤0.01%
+27
1068
$1K ﹤0.01%
+298
1069
$1K ﹤0.01%
+33
1070
$1K ﹤0.01%
+54
1071
$1K ﹤0.01%
35
1072
$1K ﹤0.01%
22
1073
$1K ﹤0.01%
+163
1074
$1K ﹤0.01%
8
1075
$1K ﹤0.01%
18
41 42
43
44 45