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
$423M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.6M
3
+$3.35M
4
MSFT icon
Microsoft
MSFT
+$2.79M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.91M

Top Sells

1
+$1.66M
2
+$1.13M
3
+$183K
4
SNAP icon
Snap
SNAP
+$150K
5
DVY icon
iShares Select Dividend ETF
DVY
+$77.3K

Sector Composition

1 Healthcare 30.19%
2 Technology 4.37%
3 Energy 2.89%
4 Consumer Discretionary 2.64%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$127K 0.03%
1,932
102
$125K 0.03%
380
-30
103
$122K 0.03%
1,107
104
$121K 0.03%
1,175
105
$113K 0.03%
1,874
106
$109K 0.03%
1,850
107
$107K 0.03%
1,921
-348
108
$107K 0.03%
6,970
109
$98K 0.02%
385
110
$97K 0.02%
1,869
111
$96K 0.02%
399
112
$95K 0.02%
2,000
113
$92K 0.02%
1,690
-100
114
$92K 0.02%
3,880
115
$91K 0.02%
1,939
+270
116
$90K 0.02%
434
-58
117
$89K 0.02%
1,722
+8
118
$84K 0.02%
4,153
119
$83K 0.02%
5,250
120
$79K 0.02%
3,800
121
$77K 0.02%
2,026
122
$77K 0.02%
933
123
$76K 0.02%
5,000
124
$74K 0.02%
282
-3
125
$74K 0.02%
4,869
3 4
5
6 7