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
451
$3K ﹤0.01%
13
+11
452
$3K ﹤0.01%
+132
453
$3K ﹤0.01%
+13
454
$3K ﹤0.01%
+185
455
$3K ﹤0.01%
128
-492
456
$3K ﹤0.01%
+19
457
$3K ﹤0.01%
+30
458
$3K ﹤0.01%
60
459
$3K ﹤0.01%
+300
460
$3K ﹤0.01%
+166
461
$3K ﹤0.01%
158
462
$3K ﹤0.01%
+55
463
$3K ﹤0.01%
+28
464
$3K ﹤0.01%
+14
465
$3K ﹤0.01%
+37
466
$3K ﹤0.01%
+36
467
$3K ﹤0.01%
+27
468
$3K ﹤0.01%
+1,600
469
$2K ﹤0.01%
+16
470
$2K ﹤0.01%
+14
471
$2K ﹤0.01%
+27
472
$2K ﹤0.01%
+31
473
$2K ﹤0.01%
+18
474
$2K ﹤0.01%
+431
475
$2K ﹤0.01%
+54
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