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
351
$4K ﹤0.01%
13
352
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29
353
$4K ﹤0.01%
140
-121
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35
-168
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10
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357
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+100
358
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950
-900
359
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64
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360
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699
-1,065
361
$4K ﹤0.01%
15
362
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29
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18
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364
$3K ﹤0.01%
33
-69
365
$3K ﹤0.01%
33
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$3K ﹤0.01%
100
367
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368
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369
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30
370
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130
371
$3K ﹤0.01%
70
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372
$3K ﹤0.01%
2,000
373
$3K ﹤0.01%
39
-93
374
$3K ﹤0.01%
64
375
$3K ﹤0.01%
35
-200
13 14
15
16 17