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
176
$139K 0.03%
468
+46
177
$138K 0.03%
4,640
178
$134K 0.03%
2,302
+186
179
$133K 0.03%
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-680
180
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1,906
+1,791
181
$130K 0.03%
574
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182
$125K 0.03%
917
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183
$124K 0.03%
2,031
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184
$123K 0.03%
+259
185
$120K 0.03%
1,571
186
$119K 0.03%
309
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187
$118K 0.03%
518
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188
$118K 0.03%
707
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189
$118K 0.03%
1,028
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190
$117K 0.03%
1,882
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191
$115K 0.03%
+2,379
192
$113K 0.03%
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194
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2,409
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195
$111K 0.02%
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196
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775
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197
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1,090
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198
$110K 0.02%
460
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199
$108K 0.02%
884
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200
$108K 0.02%
1,415
+352
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