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
101
$74K 0.03%
1,423
-986
102
$72K 0.03%
913
+782
103
$68K 0.03%
2,026
104
$67K 0.03%
+4,920
105
$66K 0.03%
1,058
+50
106
$65K 0.03%
+815
107
$65K 0.03%
+467
108
$65K 0.03%
1,386
+597
109
$63K 0.03%
469
+29
110
$62K 0.03%
2,020
111
$62K 0.03%
+374
112
$62K 0.03%
1,816
+410
113
$62K 0.03%
2,137
+137
114
$61K 0.03%
1,133
115
$60K 0.03%
615
+17
116
$60K 0.03%
720
117
$59K 0.03%
1,669
118
$57K 0.03%
+241
119
$56K 0.03%
499
-2,282
120
$56K 0.03%
483
-300
121
$55K 0.03%
113
+100
122
$54K 0.03%
2,056
+56
123
$53K 0.02%
+608
124
$52K 0.02%
2,979
-6,940
125
$51K 0.02%
+250
3 4
5
6 7