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
326
$6K ﹤0.01%
600
327
$5K ﹤0.01%
46
328
$5K ﹤0.01%
29
329
$5K ﹤0.01%
23
330
$5K ﹤0.01%
98
331
$5K ﹤0.01%
15
332
$5K ﹤0.01%
59
333
$5K ﹤0.01%
90
334
$5K ﹤0.01%
59
335
$5K ﹤0.01%
233
336
$5K ﹤0.01%
25
337
$5K ﹤0.01%
140
338
$5K ﹤0.01%
63
-93
339
$5K ﹤0.01%
154
-187
340
$4K ﹤0.01%
180
341
$4K ﹤0.01%
26
-27
342
$4K ﹤0.01%
158
343
$4K ﹤0.01%
27
+15
344
$4K ﹤0.01%
25
-18
345
$4K ﹤0.01%
62
-154
346
$4K ﹤0.01%
40
-30
347
$4K ﹤0.01%
5
348
$4K ﹤0.01%
52
-99
349
$4K ﹤0.01%
24
-23
350
$4K ﹤0.01%
90
12 13
14
15 16