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
576
$1K ﹤0.01%
+9
577
$1K ﹤0.01%
+10
578
$1K ﹤0.01%
+14
579
$1K ﹤0.01%
+15
580
$1K ﹤0.01%
+19
581
$1K ﹤0.01%
+7
582
$1K ﹤0.01%
+95
583
$1K ﹤0.01%
+27
584
$1K ﹤0.01%
+2
585
$1K ﹤0.01%
+9
586
$1K ﹤0.01%
+18
587
$1K ﹤0.01%
+15
588
$1K ﹤0.01%
+7
589
$1K ﹤0.01%
+2
590
$1K ﹤0.01%
+11
591
$1K ﹤0.01%
+10
592
$1K ﹤0.01%
+29
593
$1K ﹤0.01%
+26
594
$1K ﹤0.01%
+14
595
$1K ﹤0.01%
+19
596
$1K ﹤0.01%
+31
597
$1K ﹤0.01%
+12
598
$1K ﹤0.01%
+6
599
$1K ﹤0.01%
+5
600
$1K ﹤0.01%
+27
22 23
24
25 26