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
401
$20K ﹤0.01%
153
+28
402
$20K ﹤0.01%
254
403
$20K ﹤0.01%
153
-2,275
404
$19.8K ﹤0.01%
199
405
$19.8K ﹤0.01%
340
406
$19.6K ﹤0.01%
80
+5
407
$19.5K ﹤0.01%
262
408
$19.4K ﹤0.01%
738
409
$19.3K ﹤0.01%
197
410
$19.2K ﹤0.01%
425
411
$19.2K ﹤0.01%
38
412
$19.1K ﹤0.01%
290
413
$18.8K ﹤0.01%
400
+100
414
$18.8K ﹤0.01%
789
415
$18.2K ﹤0.01%
35
416
$18.1K ﹤0.01%
382
+1
417
$17.6K ﹤0.01%
250
418
$17.5K ﹤0.01%
590
419
$17.4K ﹤0.01%
400
420
$17.2K ﹤0.01%
150
+101
421
$17.2K ﹤0.01%
750
422
$17K ﹤0.01%
576
423
$16.9K ﹤0.01%
245
424
$16.9K ﹤0.01%
19
+1
425
$16.8K ﹤0.01%
83
-32
15 16
17
18 19