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
251
$10K ﹤0.01%
+84
252
$10K ﹤0.01%
+101
253
$10K ﹤0.01%
500
254
$10K ﹤0.01%
2,543
+2,503
255
$10K ﹤0.01%
+254
256
$9K ﹤0.01%
+100
257
$9K ﹤0.01%
+395
258
$9K ﹤0.01%
+191
259
$9K ﹤0.01%
+82
260
$9K ﹤0.01%
+205
261
$9K ﹤0.01%
+258
262
$9K ﹤0.01%
+41
263
$9K ﹤0.01%
533
264
$9K ﹤0.01%
186
+96
265
$9K ﹤0.01%
519
266
$9K ﹤0.01%
+108
267
$9K ﹤0.01%
+154
268
$9K ﹤0.01%
+37
269
$9K ﹤0.01%
+164
270
$9K ﹤0.01%
+134
271
$8K ﹤0.01%
+39
272
$8K ﹤0.01%
+50
273
$8K ﹤0.01%
+35
274
$8K ﹤0.01%
+123
275
$8K ﹤0.01%
+234
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