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
26
$5.32M 0.62%
54,599
+144
27
$4.58M 0.53%
95,747
-981
28
$4.34M 0.5%
15,315
+4,382
29
$4.2M 0.49%
+23,500
30
$3.93M 0.46%
68,490
+3,651
31
$3.47M 0.4%
69,626
+69,425
32
$3.34M 0.39%
28,504
-2,160
33
$3.24M 0.38%
6,818
+12
34
$2.85M 0.33%
45,492
+149
35
$2.82M 0.33%
41,675
+7,320
36
$2.78M 0.32%
7,395
37
$2.76M 0.32%
75,238
+75,120
38
$2.56M 0.3%
91,029
+2,667
39
$2.13M 0.25%
62,176
+42,416
40
$1.77M 0.21%
+172,002
41
$1.74M 0.2%
29,218
-366
42
$1.66M 0.19%
9,583
-648
43
$1.64M 0.19%
7,265
+77
44
$1.6M 0.19%
1,805
-895
45
$1.59M 0.18%
34,599
+2,405
46
$1.53M 0.18%
29,027
-30
47
$1.5M 0.17%
5,528
-16
48
$1.31M 0.15%
4,974
+32
49
$1.29M 0.15%
11,348
+238
50
$1.24M 0.14%
5,102
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