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
301
$47.5K 0.01%
1,750
302
$47.2K 0.01%
1,270
-239
303
$46.9K 0.01%
400
-750
304
$46.8K 0.01%
559
+6
305
$46.7K 0.01%
112
+2
306
$46.7K 0.01%
1,913
-1,887
307
$46K 0.01%
180
-297
308
$45K 0.01%
1,458
309
$45K 0.01%
983
+65
310
$44.8K 0.01%
668
-7
311
$44.5K 0.01%
263
+4
312
$43.9K 0.01%
370
313
$43.8K 0.01%
570
-45
314
$43K 0.01%
68
315
$42.9K 0.01%
1,830
316
$42.6K ﹤0.01%
300
317
$41.5K ﹤0.01%
336
+2
318
$40.6K ﹤0.01%
515
319
$40K ﹤0.01%
565
320
$39.5K ﹤0.01%
627
-658
321
$39.5K ﹤0.01%
78
322
$39.1K ﹤0.01%
314
+3
323
$38.9K ﹤0.01%
1,122
324
$38.7K ﹤0.01%
404
325
$38.6K ﹤0.01%
314
11 12
13
14 15