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
126
$258K 0.03%
1,244
-10
127
$258K 0.03%
933
+325
128
$257K 0.03%
1,897
+1,699
129
$252K 0.03%
2,111
130
$252K 0.03%
4,410
+50
131
$246K 0.03%
642
+67
132
$246K 0.03%
1,859
-120
133
$246K 0.03%
498
-398
134
$239K 0.03%
452
135
$238K 0.03%
1,705
+3
136
$237K 0.03%
1,324
137
$235K 0.03%
955
-9
138
$234K 0.03%
2,255
+7
139
$219K 0.03%
4,280
+3,676
140
$216K 0.03%
791
141
$213K 0.02%
7,200
142
$212K 0.02%
2,646
-1,245
143
$207K 0.02%
8,844
144
$207K 0.02%
2,133
-1,094
145
$204K 0.02%
800
+1
146
$191K 0.02%
2,368
+2,020
147
$190K 0.02%
200
+2
148
$189K 0.02%
4,640
149
$187K 0.02%
2,582
+2,100
150
$187K 0.02%
3,950
+787
4 5
6
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