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
101
$129K 0.03%
2,269
102
$127K 0.03%
241
103
$124K 0.03%
1,850
-200
104
$124K 0.03%
1,107
-29
105
$123K 0.03%
1,175
106
$122K 0.03%
385
107
$118K 0.03%
483
108
$112K 0.03%
1,874
-255
109
$110K 0.03%
492
110
$106K 0.03%
6,970
111
$96K 0.02%
4,153
112
$96K 0.02%
2,000
113
$95K 0.02%
1,790
-37
114
$94K 0.02%
+3,880
115
$92K 0.02%
399
116
$91K 0.02%
1,869
117
$91K 0.02%
1,714
+16
118
$82K 0.02%
4,869
119
$80K 0.02%
2,026
120
$80K 0.02%
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121
$80K 0.02%
5,250
-2,250
122
$80K 0.02%
5,000
123
$79K 0.02%
720
124
$78K 0.02%
355
125
$77K 0.02%
488
-36
3 4
5
6 7