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
26
$1.23M 0.31%
24,432
+14,638
27
$1.09M 0.27%
10,758
+688
28
$1.06M 0.26%
3,813
-247
29
$980K 0.24%
2,819
-198
30
$961K 0.24%
3,757
31
$893K 0.22%
14,164
-100
32
$793K 0.2%
4,207
33
$705K 0.17%
4,254
34
$601K 0.15%
2,699
35
$577K 0.14%
3,707
-87
36
$493K 0.12%
+28,452
37
$451K 0.11%
4,761
38
$442K 0.11%
1,863
39
$423K 0.1%
4,287
40
$381K 0.09%
+21,918
41
$380K 0.09%
2,160
+317
42
$360K 0.09%
+16,862
43
$359K 0.09%
2,940
-100
44
$338K 0.08%
1,409
+8
45
$333K 0.08%
8,509
-1,999
46
$328K 0.08%
4,060
+3,523
47
$296K 0.07%
749
-247
48
$294K 0.07%
2,097
49
$291K 0.07%
3,266
50
$288K 0.07%
2,565
+118
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