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
476
$2K ﹤0.01%
+28
477
$2K ﹤0.01%
+28
478
$2K ﹤0.01%
+431
479
$2K ﹤0.01%
+54
480
$2K ﹤0.01%
+65
481
$2K ﹤0.01%
+55
482
$2K ﹤0.01%
+21
483
$2K ﹤0.01%
+18
484
$2K ﹤0.01%
+100
485
$2K ﹤0.01%
+128
486
$2K ﹤0.01%
+60
487
$2K ﹤0.01%
+44
488
$2K ﹤0.01%
+20
489
$2K ﹤0.01%
+24
490
$2K ﹤0.01%
+60
491
$2K ﹤0.01%
+9
492
$2K ﹤0.01%
+36
493
$2K ﹤0.01%
+20
494
$2K ﹤0.01%
+221
495
$2K ﹤0.01%
+134
496
$2K ﹤0.01%
+7
497
$2K ﹤0.01%
+105
498
$2K ﹤0.01%
+210
499
$2K ﹤0.01%
+30
500
$2K ﹤0.01%
+15
18 19
20
21 22