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
$213M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.03M
3
+$940K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$926K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$332K

Top Sells

1
+$1.18M
2
+$937K
3
+$472K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$440K
5
CVX icon
Chevron
CVX
+$371K

Sector Composition

1 Communication Services 27.77%
2 Technology 5.12%
3 Energy 4.16%
4 Consumer Discretionary 3.12%
5 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
+257
227
$12K 0.01%
+70
228
$12K 0.01%
+405
229
$12K 0.01%
204
+144
230
$12K 0.01%
+12
231
$12K 0.01%
+79
232
$12K 0.01%
323
+17
233
$11K 0.01%
+99
234
$11K 0.01%
109
+43
235
$11K 0.01%
+128
236
$11K 0.01%
+200
237
$11K 0.01%
+142
238
$11K 0.01%
+514
239
$11K 0.01%
207
-197
240
$11K 0.01%
+68
241
$11K 0.01%
255
+71
242
$11K 0.01%
+150
243
$10K ﹤0.01%
+284
244
$10K ﹤0.01%
+133
245
$10K ﹤0.01%
+47
246
$10K ﹤0.01%
+127
247
$10K ﹤0.01%
+104
248
$10K ﹤0.01%
+64
249
$10K ﹤0.01%
+1,350
250
$10K ﹤0.01%
+108
8 9
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