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
251
$14K ﹤0.01%
148
252
$13K ﹤0.01%
280
-50
253
$13K ﹤0.01%
+1,343
254
$13K ﹤0.01%
34
255
$13K ﹤0.01%
90
-54
256
$13K ﹤0.01%
264
257
$13K ﹤0.01%
72
258
$13K ﹤0.01%
38
259
$13K ﹤0.01%
219
260
$12K ﹤0.01%
395
261
$12K ﹤0.01%
50
262
$12K ﹤0.01%
13
-2
263
$12K ﹤0.01%
336
+72
264
$12K ﹤0.01%
281
265
$11K ﹤0.01%
123
+75
266
$11K ﹤0.01%
39
267
$11K ﹤0.01%
329
268
$11K ﹤0.01%
142
269
$11K ﹤0.01%
170
270
$11K ﹤0.01%
70
271
$11K ﹤0.01%
129
272
$11K ﹤0.01%
74
273
$11K ﹤0.01%
44
274
$11K ﹤0.01%
743
-248
275
$11K ﹤0.01%
80
9 10
11
12 13