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 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%
+27
577
$1K ﹤0.01%
+2
578
$1K ﹤0.01%
+9
579
$1K ﹤0.01%
+18
580
$1K ﹤0.01%
+15
581
$1K ﹤0.01%
+7
582
$1K ﹤0.01%
+2
583
$1K ﹤0.01%
+11
584
$1K ﹤0.01%
+10
585
$1K ﹤0.01%
+29
586
$1K ﹤0.01%
+26
587
$1K ﹤0.01%
+14
588
$1K ﹤0.01%
+19
589
$1K ﹤0.01%
+31
590
$1K ﹤0.01%
+12
591
$1K ﹤0.01%
+1
592
$1K ﹤0.01%
+6
593
$1K ﹤0.01%
+5
594
$1K ﹤0.01%
+27
595
$1K ﹤0.01%
+5
596
$1K ﹤0.01%
+194
597
$1K ﹤0.01%
+36
598
$1K ﹤0.01%
+27
599
$1K ﹤0.01%
+17
600
$1K ﹤0.01%
+13