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
151
$49K 0.01%
1,804
152
$48K 0.01%
277
-63
153
$47K 0.01%
220
154
$47K 0.01%
1,558
-18
155
$46K 0.01%
1,556
156
$45K 0.01%
474
157
$43K 0.01%
391
158
$43K 0.01%
594
+100
159
$42K 0.01%
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160
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217
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$41K 0.01%
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162
$41K 0.01%
200
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163
$40K 0.01%
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164
$40K 0.01%
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165
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166
$39K 0.01%
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167
$39K 0.01%
380
168
$39K 0.01%
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226
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863
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185
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174
$36K 0.01%
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175
$36K 0.01%
326
5 6
7
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