CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
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
1101
$1K ﹤0.01%
8
1102
$1K ﹤0.01%
18
1103
$1K ﹤0.01%
+115
1104
$1K ﹤0.01%
+41
1105
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+4
1106
$1K ﹤0.01%
+15
1107
$1K ﹤0.01%
+239
1108
$1K ﹤0.01%
+247
1109
$1K ﹤0.01%
+21
1110
$1K ﹤0.01%
+17
1111
$1K ﹤0.01%
+5
1112
$1K ﹤0.01%
+24
1113
$1K ﹤0.01%
14
1114
$1K ﹤0.01%
+23
1115
$1K ﹤0.01%
6
1116
$1K ﹤0.01%
+14
1117
$1K ﹤0.01%
24
1118
$1K ﹤0.01%
+131
1119
$1K ﹤0.01%
+49
1120
$1K ﹤0.01%
+18
1121
$1K ﹤0.01%
28
1122
$1K ﹤0.01%
+26
1123
$1K ﹤0.01%
7
1124
$1K ﹤0.01%
+32
1125
$1K ﹤0.01%
+32