CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
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
326
$6K ﹤0.01%
+42
327
$6K ﹤0.01%
+170
328
$6K ﹤0.01%
+47
329
$6K ﹤0.01%
+21
330
$6K ﹤0.01%
+452
331
$6K ﹤0.01%
+51
332
$6K ﹤0.01%
+142
333
$6K ﹤0.01%
+141
334
$6K ﹤0.01%
+426
335
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+289
336
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+19
337
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+140
338
$6K ﹤0.01%
+100
339
$6K ﹤0.01%
44
340
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341
$6K ﹤0.01%
+128
342
$6K ﹤0.01%
+56
343
$6K ﹤0.01%
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344
$6K ﹤0.01%
24
345
$6K ﹤0.01%
+79
346
$5K ﹤0.01%
+100
347
$5K ﹤0.01%
+93
348
$5K ﹤0.01%
+14
349
$5K ﹤0.01%
+91
350
$5K ﹤0.01%
+79
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