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
1126
$1K ﹤0.01%
+112
1127
$1K ﹤0.01%
+295
1128
$1K ﹤0.01%
50
1129
$1K ﹤0.01%
+36
1130
$1K ﹤0.01%
+17
1131
$1K ﹤0.01%
+29
1132
$1K ﹤0.01%
+175
1133
$1K ﹤0.01%
+172
1134
$1K ﹤0.01%
+44
1135
$0 ﹤0.01%
2
1136
$0 ﹤0.01%
6
1137
$0 ﹤0.01%
2
1138
– –
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1139
– –
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$0 ﹤0.01%
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1141
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1142
$0 ﹤0.01%
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1143
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1144
$0 ﹤0.01%
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1145
– –
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1146
$0 ﹤0.01%
3
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1148
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1150
$0 ﹤0.01%
10
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