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
126
$76K 0.02%
337
-200
127
$76K 0.02%
202
+26
128
$76K 0.02%
3,800
129
$76K 0.02%
933
-50
130
$74K 0.02%
1,133
131
$73K 0.02%
440
132
$71K 0.02%
285
-20
133
$71K 0.02%
1,571
-134
134
$70K 0.02%
120
-7
135
$70K 0.02%
1,491
136
$69K 0.02%
1,222
+1
137
$69K 0.02%
608
-8
138
$67K 0.02%
409
139
$67K 0.02%
1,200
140
$66K 0.02%
598
141
$65K 0.02%
+851
142
$62K 0.02%
250
143
$61K 0.02%
935
144
$60K 0.01%
370
145
$59K 0.01%
1,077
146
$59K 0.01%
340
147
$59K 0.01%
802
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148
$55K 0.01%
730
149
$54K 0.01%
220
150
$54K 0.01%
1,500
4 5
6
7 8