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
$862M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$4.2M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.46M
5
BND icon
Vanguard Total Bond Market
BND
+$3.32M

Top Sells

1
+$22.2M
2
+$18.8M
3
+$17.1M
4
AAPL icon
Apple
AAPL
+$16.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.97M

Sector Composition

1 Healthcare 22.43%
2 Financials 7.35%
3 Consumer Discretionary 1.95%
4 Technology 1.45%
5 Industrials 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$81.2K 0.01%
848
-265
252
$79.1K 0.01%
338
-16
253
$79K 0.01%
1,500
-2,125
254
$76.5K 0.01%
1,800
255
$75.9K 0.01%
774
+37
256
$75.4K 0.01%
433
257
$74.9K 0.01%
2,137
258
$73.8K 0.01%
256
+5
259
$73.7K 0.01%
3,070
260
$73.4K 0.01%
1,249
261
$72.1K 0.01%
284
+7
262
$71.6K 0.01%
1,402
263
$70.9K 0.01%
1,396
+5
264
$70.5K 0.01%
250
265
$69.6K 0.01%
722
266
$69.3K 0.01%
1,683
-165
267
$68.6K 0.01%
840
268
$68K 0.01%
853
269
$66.9K 0.01%
5,000
-5,000
270
$66.9K 0.01%
870
271
$66.5K 0.01%
845
-1,200
272
$66.3K 0.01%
+1,658
273
$65.4K 0.01%
509
274
$65.2K 0.01%
710
275
$62.7K 0.01%
1,148
+6
9 10
11
12 13