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
426
$16.6K ﹤0.01%
154
-80
427
$16.4K ﹤0.01%
1,560
+36
428
$16.1K ﹤0.01%
191
429
$15.8K ﹤0.01%
200
430
$15.6K ﹤0.01%
171
431
$15.3K ﹤0.01%
+150
432
$15.2K ﹤0.01%
305
433
$15.1K ﹤0.01%
411
434
$15.1K ﹤0.01%
62
-24
435
$15K ﹤0.01%
37
+2
436
$14.8K ﹤0.01%
150
437
$14.7K ﹤0.01%
516
438
$14.6K ﹤0.01%
450
439
$14.6K ﹤0.01%
340
440
$14.3K ﹤0.01%
300
-193
441
$14.2K ﹤0.01%
291
442
$14.1K ﹤0.01%
386
443
$13.9K ﹤0.01%
311
444
$13.9K ﹤0.01%
+111
445
$13.8K ﹤0.01%
85
446
$13.6K ﹤0.01%
+703
447
$13.6K ﹤0.01%
203
448
$13.6K ﹤0.01%
+87
449
$13.5K ﹤0.01%
39
+2
450
$13.5K ﹤0.01%
25
-5
16 17
18
19 20