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
376
$5K ﹤0.01%
+46
377
$5K ﹤0.01%
+1,300
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%
+66
384
$4K ﹤0.01%
+80
385
$4K ﹤0.01%
+36
386
$4K ﹤0.01%
+49
387
$4K ﹤0.01%
+76
388
$4K ﹤0.01%
+53
389
$4K ﹤0.01%
+118
390
$4K ﹤0.01%
+5
391
$4K ﹤0.01%
+157
392
$4K ﹤0.01%
+32
393
$4K ﹤0.01%
+28
394
$4K ﹤0.01%
+60
395
$4K ﹤0.01%
+33
396
$4K ﹤0.01%
+107
397
$4K ﹤0.01%
+13
398
$4K ﹤0.01%
+503
399
$4K ﹤0.01%
37
400
$4K ﹤0.01%
+24
14 15
16
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