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 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
401
$4K ﹤0.01%
+24
402
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+20
403
$4K ﹤0.01%
+25
404
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405
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406
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407
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408
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409
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410
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+71
411
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412
$4K ﹤0.01%
+291
413
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3,910
415
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+25
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+71
417
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121
-114
421
$4K ﹤0.01%
+331
422
$4K ﹤0.01%
+1,764
423
$4K ﹤0.01%
+39
424
$4K ﹤0.01%
+51
425
$3K ﹤0.01%
+300