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
576
$5.31K ﹤0.01%
100
577
$5.25K ﹤0.01%
+25
578
$5.24K ﹤0.01%
75
579
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61
580
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18
581
$5.17K ﹤0.01%
15
582
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70
+2
583
$5.01K ﹤0.01%
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584
$4.96K ﹤0.01%
56
585
$4.95K ﹤0.01%
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586
$4.9K ﹤0.01%
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587
$4.83K ﹤0.01%
42
+1
588
$4.79K ﹤0.01%
+200
589
$4.66K ﹤0.01%
30
590
$4.54K ﹤0.01%
250
591
$4.41K ﹤0.01%
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$4.21K ﹤0.01%
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593
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100
594
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595
$3.88K ﹤0.01%
20
596
$3.86K ﹤0.01%
7
597
$3.86K ﹤0.01%
18
598
$3.8K ﹤0.01%
+1,000
599
$3.72K ﹤0.01%
+100
600
$3.53K ﹤0.01%
200
22 23
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25 26