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
126
$74K 0.02%
992
+190
127
$72K 0.02%
481
-7
128
$72K 0.02%
1,142
+9
129
$70K 0.02%
202
130
$70K 0.02%
720
131
$69K 0.02%
1,276
+76
132
$69K 0.02%
1,491
133
$68K 0.02%
118
-2
134
$68K 0.02%
608
135
$67K 0.02%
1,406
-165
136
$66K 0.02%
409
137
$65K 0.02%
1,222
138
$65K 0.02%
440
139
$63K 0.01%
851
140
$62K 0.01%
1,500
141
$62K 0.01%
250
142
$61K 0.01%
935
143
$60K 0.01%
405
+68
144
$60K 0.01%
307
-48
145
$57K 0.01%
509
-89
146
$55K 0.01%
625
+219
147
$54K 0.01%
1,077
148
$54K 0.01%
730
149
$53K 0.01%
370
150
$50K 0.01%
891
4 5
6
7 8