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
$403M
AUM Growth
-$79K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$1.29M
3
+$1.28M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$960K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$737K

Top Sells

1
+$3.09M
2
+$2.88M
3
+$1.86M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$812K
5
AAPL icon
Apple
AAPL
+$716K

Sector Composition

1 Healthcare 38.98%
2 Technology 4.15%
3 Energy 3.1%
4 Consumer Discretionary 2.56%
5 Financials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K ﹤0.01%
+70
227
$18K ﹤0.01%
150
228
$17K ﹤0.01%
+400
229
$17K ﹤0.01%
159
230
$17K ﹤0.01%
+500
231
$17K ﹤0.01%
+487
232
$17K ﹤0.01%
306
233
$16K ﹤0.01%
45
234
$16K ﹤0.01%
372
235
$16K ﹤0.01%
500
236
$16K ﹤0.01%
80
-55
237
$15K ﹤0.01%
70
-37
238
$15K ﹤0.01%
349
-56
239
$15K ﹤0.01%
28
240
$14K ﹤0.01%
95
241
$14K ﹤0.01%
350
242
$14K ﹤0.01%
87
243
$14K ﹤0.01%
133
244
$14K ﹤0.01%
300
245
$14K ﹤0.01%
66
246
$14K ﹤0.01%
184
247
$14K ﹤0.01%
248
+105
248
$14K ﹤0.01%
185
249
$14K ﹤0.01%
370
250
$14K ﹤0.01%
200
8 9
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