We are live on ! Find out more
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
526
$2K ﹤0.01%
+44
527
$2K ﹤0.01%
+304
528
$2K ﹤0.01%
+9
529
$2K ﹤0.01%
+36
530
$2K ﹤0.01%
+15
531
$2K ﹤0.01%
+63
532
$2K ﹤0.01%
+136
533
$2K ﹤0.01%
198
534
$2K ﹤0.01%
+35
535
$2K ﹤0.01%
+40
536
$2K ﹤0.01%
276
537
$2K ﹤0.01%
+23
538
$2K ﹤0.01%
+35
539
$2K ﹤0.01%
+42
540
$2K ﹤0.01%
+19
541
$2K ﹤0.01%
+23
542
$2K ﹤0.01%
+3
543
$2K ﹤0.01%
+14
544
$2K ﹤0.01%
+10
545
$2K ﹤0.01%
+75
546
$2K ﹤0.01%
+21
547
$2K ﹤0.01%
+158
548
$2K ﹤0.01%
100
549
$2K ﹤0.01%
+28
550
$1K ﹤0.01%
+19
20 21
22
23 24