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
176
$35K 0.01%
278
177
$35K 0.01%
8,074
178
$34K 0.01%
286
+84
179
$33K 0.01%
540
180
$33K 0.01%
173
-27
181
$32K 0.01%
229
182
$32K 0.01%
810
183
$32K 0.01%
373
184
$30K 0.01%
250
-100
185
$30K 0.01%
637
186
$30K 0.01%
572
187
$30K 0.01%
375
188
$29K 0.01%
2,800
189
$29K 0.01%
1,316
190
$29K 0.01%
493
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191
$29K 0.01%
602
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192
$28K 0.01%
515
193
$28K 0.01%
192
194
$28K 0.01%
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195
$28K 0.01%
300
196
$28K 0.01%
373
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197
$27K 0.01%
431
198
$27K 0.01%
90
-90
199
$27K 0.01%
70
200
$25K 0.01%
165
6 7
8
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