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
526
$2K ﹤0.01%
+137
527
$2K ﹤0.01%
+7
528
$2K ﹤0.01%
+39
529
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+19
530
$2K ﹤0.01%
+44
531
$2K ﹤0.01%
+304
532
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+9
533
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534
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535
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+63
536
$2K ﹤0.01%
+136
537
$2K ﹤0.01%
198
538
$2K ﹤0.01%
+35
539
$2K ﹤0.01%
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540
$2K ﹤0.01%
276
541
$2K ﹤0.01%
+23
542
$2K ﹤0.01%
+35
543
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544
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545
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+23
546
$2K ﹤0.01%
+3
547
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+14
548
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+10
549
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+75
550
$1K ﹤0.01%
+8
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