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
76
$181K 0.04%
359
-11
77
$177K 0.04%
+8,968
78
$170K 0.04%
1,448
+475
79
$167K 0.04%
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80
$167K 0.04%
3,163
81
$166K 0.04%
7,651
82
$165K 0.04%
1,320
-100
83
$162K 0.04%
2,373
84
$159K 0.04%
2,110
85
$159K 0.04%
675
86
$155K 0.04%
1,989
87
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3,125
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88
$152K 0.04%
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-23
89
$150K 0.04%
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90
$149K 0.04%
4,640
91
$143K 0.04%
5,111
92
$136K 0.03%
997
93
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94
$135K 0.03%
590
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60
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98
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3,430
99
$130K 0.03%
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-400
100
$130K 0.03%
1,571
2 3
4
5 6