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
326
$38.1K ﹤0.01%
451
+4
327
$37.7K ﹤0.01%
8,300
-1,400
328
$37.4K ﹤0.01%
1,154
+550
329
$37K ﹤0.01%
758
+5
330
$36.9K ﹤0.01%
505
331
$36.9K ﹤0.01%
82
+2
332
$36.6K ﹤0.01%
637
333
$36.6K ﹤0.01%
164
+4
334
$36.5K ﹤0.01%
370
335
$36.1K ﹤0.01%
400
336
$36K ﹤0.01%
99
337
$35.6K ﹤0.01%
456
-1,002
338
$35.6K ﹤0.01%
546
-97
339
$35.2K ﹤0.01%
233
+2
340
$34.6K ﹤0.01%
286
+4
341
$34.5K ﹤0.01%
180
342
$34.5K ﹤0.01%
1,100
343
$33.8K ﹤0.01%
232
-28
344
$32.9K ﹤0.01%
207
345
$32.7K ﹤0.01%
1,127
346
$32.7K ﹤0.01%
84
-11
347
$32K ﹤0.01%
4,884
+15
348
$32K ﹤0.01%
+20,000
349
$31.9K ﹤0.01%
200
350
$31.9K ﹤0.01%
167
12 13
14
15 16