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
551
$6.05K ﹤0.01%
90
552
$6.01K ﹤0.01%
70
553
$5.95K ﹤0.01%
322
+22
554
$5.85K ﹤0.01%
74
+3
555
$5.75K ﹤0.01%
50
-607
556
$5.74K ﹤0.01%
18
557
$5.73K ﹤0.01%
511
558
$5.72K ﹤0.01%
239
559
$5.69K ﹤0.01%
23
560
$5.67K ﹤0.01%
20
561
$5.61K ﹤0.01%
19
562
$5.58K ﹤0.01%
63
+2
563
$5.58K ﹤0.01%
51
+5
564
$5.56K ﹤0.01%
404
565
$5.55K ﹤0.01%
+11
566
$5.55K ﹤0.01%
28
567
$5.54K ﹤0.01%
112
568
$5.49K ﹤0.01%
71
569
$5.49K ﹤0.01%
14
570
$5.48K ﹤0.01%
111
571
$5.46K ﹤0.01%
+300
572
$5.46K ﹤0.01%
140
573
$5.4K ﹤0.01%
+200
574
$5.38K ﹤0.01%
21
575
$5.34K ﹤0.01%
147