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
76
$120K 0.06%
3,542
+112
77
$120K 0.06%
240
-388
78
$119K 0.06%
2,143
+409
79
$114K 0.05%
+2,004
80
$112K 0.05%
445
+45
81
$112K 0.05%
385
82
$110K 0.05%
1,500
-180
83
$108K 0.05%
777
+581
84
$107K 0.05%
387
+160
85
$106K 0.05%
4,640
86
$105K 0.05%
+997
87
$99K 0.05%
1,147
+308
88
$98K 0.05%
57
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89
$97K 0.05%
443
+115
90
$95K 0.04%
492
+66
91
$95K 0.04%
1,175
92
$92K 0.04%
790
93
$91K 0.04%
1,527
+327
94
$90K 0.04%
819
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95
$85K 0.04%
572
+132
96
$83K 0.04%
+1,500
97
$80K 0.04%
2,038
+641
98
$77K 0.04%
201
+67
99
$75K 0.04%
294
+74
100
$75K 0.04%
379
+42
2 3
4
5 6