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
51
$283K 0.07%
4,225
52
$271K 0.07%
786
53
$262K 0.07%
3,580
54
$259K 0.06%
10,794
55
$258K 0.06%
7,893
-467
56
$256K 0.06%
3,009
-71
57
$246K 0.06%
2,880
58
$244K 0.06%
1,000
59
$243K 0.06%
6,182
60
$241K 0.06%
2,223
61
$238K 0.06%
2,037
-31
62
$238K 0.06%
4,845
-4,845
63
$238K 0.06%
5,882
64
$228K 0.06%
3,794
65
$217K 0.05%
595
-14
66
$216K 0.05%
3,406
67
$215K 0.05%
+11,844
68
$215K 0.05%
11,060
69
$214K 0.05%
10,908
+3,991
70
$205K 0.05%
7,749
+5,254
71
$198K 0.05%
1,169
-35
72
$196K 0.05%
1,361
73
$190K 0.05%
636
-32
74
$190K 0.05%
2,000
75
$187K 0.05%
688
-20
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3
4 5