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
126
$203K 0.04%
824
+175
127
$202K 0.04%
948
+544
128
$201K 0.04%
2,977
+567
129
$201K 0.04%
+3,622
130
$198K 0.04%
11,844
131
$197K 0.04%
152
+100
132
$197K 0.04%
5,023
+1,129
133
$195K 0.04%
21,205
134
$192K 0.04%
1,501
+129
135
$191K 0.04%
4,579
+4,562
136
$191K 0.04%
1,113
+917
137
$190K 0.04%
4,845
138
$190K 0.04%
674
+209
139
$190K 0.04%
1,242
+312
140
$188K 0.04%
2,988
+2,188
141
$187K 0.04%
1,898
+471
142
$186K 0.04%
3,666
+805
143
$185K 0.04%
4,663
+440
144
$184K 0.04%
2,072
+1,071
145
$181K 0.04%
1,781
146
$178K 0.04%
1,126
+242
147
$178K 0.04%
2,035
+1,910
148
$177K 0.04%
524
+490
149
$173K 0.04%
10,550
150
$172K 0.04%
1,093
+226
4 5
6
7 8