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
376
$26.5K ﹤0.01%
1,470
377
$26.4K ﹤0.01%
513
378
$26K ﹤0.01%
883
379
$25.8K ﹤0.01%
688
-285
380
$25.2K ﹤0.01%
289
+4
381
$24K ﹤0.01%
681
+589
382
$23.7K ﹤0.01%
444
-525
383
$23.4K ﹤0.01%
623
384
$23.1K ﹤0.01%
291
-23
385
$23.1K ﹤0.01%
278
-101
386
$22.8K ﹤0.01%
261
387
$22.6K ﹤0.01%
2,800
388
$22.3K ﹤0.01%
3,000
389
$22.2K ﹤0.01%
316
-590
390
$22.2K ﹤0.01%
294
+4
391
$21.8K ﹤0.01%
+100
392
$21.6K ﹤0.01%
385
393
$21.6K ﹤0.01%
409
-143
394
$21.4K ﹤0.01%
277
395
$21.4K ﹤0.01%
475
396
$21.3K ﹤0.01%
888
397
$20.9K ﹤0.01%
328
398
$20.5K ﹤0.01%
152
-12
399
$20.2K ﹤0.01%
340
400
$20.1K ﹤0.01%
62
14 15
16
17 18