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
451
$3K ﹤0.01%
+36
452
$3K ﹤0.01%
+27
453
$3K ﹤0.01%
+47
454
$3K ﹤0.01%
+21
455
$3K ﹤0.01%
13
+11
456
$3K ﹤0.01%
+132
457
$3K ﹤0.01%
+13
458
$3K ﹤0.01%
+185
459
$3K ﹤0.01%
128
-492
460
$3K ﹤0.01%
+19
461
$3K ﹤0.01%
+30
462
$3K ﹤0.01%
+1,600
463
$3K ﹤0.01%
60
464
$3K ﹤0.01%
+48
465
$3K ﹤0.01%
+73
466
$3K ﹤0.01%
+29
467
$3K ﹤0.01%
+13
468
$3K ﹤0.01%
+82
469
$2K ﹤0.01%
+32
470
$2K ﹤0.01%
+16
471
$2K ﹤0.01%
+14
472
$2K ﹤0.01%
+27
473
$2K ﹤0.01%
+31
474
$2K ﹤0.01%
+18
475
$2K ﹤0.01%
100
17 18
19
20 21