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
176
$36K 0.01%
278
177
$36K 0.01%
406
+147
178
$36K 0.01%
326
179
$36K 0.01%
1,500
180
$36K 0.01%
810
181
$34K 0.01%
1,008
182
$34K 0.01%
637
183
$32K 0.01%
147
184
$32K 0.01%
204
185
$31K 0.01%
515
186
$31K 0.01%
540
187
$31K 0.01%
229
-538
188
$31K 0.01%
1,316
189
$31K 0.01%
594
-82
190
$31K 0.01%
373
-2
191
$31K 0.01%
375
192
$30K 0.01%
2,800
193
$30K 0.01%
1,155
-172
194
$30K 0.01%
300
195
$29K 0.01%
+572
196
$28K 0.01%
835
197
$28K 0.01%
72
198
$26K 0.01%
192
199
$26K 0.01%
431
200
$26K 0.01%
181
-31
6 7
8
9 10