CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
+$1.18M
2
+$1.04M
3
+$931K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$923K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$332K

Top Sells

1
+$1.32M
2
+$927K
3
+$472K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$443K
5
CVX icon
Chevron
CVX
+$433K

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
301
$7K ﹤0.01%
+169
302
$7K ﹤0.01%
50
303
$7K ﹤0.01%
+670
304
$7K ﹤0.01%
+45
305
$7K ﹤0.01%
+282
306
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307
$7K ﹤0.01%
+115
308
$7K ﹤0.01%
+75
309
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$7K ﹤0.01%
+31
311
$6K ﹤0.01%
+247
312
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$6K ﹤0.01%
+74
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$6K ﹤0.01%
+102
315
$6K ﹤0.01%
+5
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$6K ﹤0.01%
42
317
$6K ﹤0.01%
+210
318
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319
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+241
321
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+70
322
$6K ﹤0.01%
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323
$6K ﹤0.01%
+37
324
$6K ﹤0.01%
+44
325
$6K ﹤0.01%
+42
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