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
376
$5K ﹤0.01%
+122
377
$5K ﹤0.01%
+23
378
$4K ﹤0.01%
+40
379
$4K ﹤0.01%
+130
380
$4K ﹤0.01%
+1,091
381
$4K ﹤0.01%
+57
382
$4K ﹤0.01%
+107
383
$4K ﹤0.01%
+7
384
$4K ﹤0.01%
+66
385
$4K ﹤0.01%
+80
386
$4K ﹤0.01%
+36
387
$4K ﹤0.01%
+49
388
$4K ﹤0.01%
+76
389
$4K ﹤0.01%
+53
390
$4K ﹤0.01%
+118
391
$4K ﹤0.01%
+5
392
$4K ﹤0.01%
+157
393
$4K ﹤0.01%
+32
394
$4K ﹤0.01%
+28
395
$4K ﹤0.01%
+60
396
$4K ﹤0.01%
+33
397
$4K ﹤0.01%
+107
398
$4K ﹤0.01%
+13
399
$4K ﹤0.01%
+503
400
$4K ﹤0.01%
37
14 15
16
17 18