CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
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%
+30
452
$3K ﹤0.01%
+40
453
$3K ﹤0.01%
+90
454
$3K ﹤0.01%
+13
455
$3K ﹤0.01%
+26
456
$3K ﹤0.01%
296
+63
457
$3K ﹤0.01%
+47
458
$3K ﹤0.01%
+21
459
$3K ﹤0.01%
13
+11
460
$3K ﹤0.01%
+132
461
$3K ﹤0.01%
+13
462
$3K ﹤0.01%
+185
463
$3K ﹤0.01%
128
-492
464
$3K ﹤0.01%
+19
465
$3K ﹤0.01%
+30
466
$3K ﹤0.01%
+1,600
467
$3K ﹤0.01%
60
468
$3K ﹤0.01%
+300
469
$2K ﹤0.01%
+53
470
$2K ﹤0.01%
+137
471
$2K ﹤0.01%
+21
472
$2K ﹤0.01%
+158
473
$2K ﹤0.01%
+17
474
$2K ﹤0.01%
+9
475
$2K ﹤0.01%
100
17 18
19
20 21