CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
+$1.18M
2
+$1.04M
3
+$931K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$923K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$332K

Top Sells

1
+$1.32M
2
+$927K
3
+$472K
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$443K
5
CVX icon
Chevron
CVX
+$433K

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
126
$50K 0.02%
333
+300
127
$50K 0.02%
935
128
$50K 0.02%
323
+53
129
$49K 0.02%
1,319
+1,218
130
$48K 0.02%
526
+51
131
$47K 0.02%
313
+128
132
$47K 0.02%
1,077
133
$46K 0.02%
509
134
$46K 0.02%
1,198
+221
135
$45K 0.02%
1,568
+55
136
$44K 0.02%
+730
137
$43K 0.02%
370
138
$42K 0.02%
207
+62
139
$41K 0.02%
502
+110
140
$41K 0.02%
390
-80
141
$41K 0.02%
+3,578
142
$41K 0.02%
1,330
+1,207
143
$40K 0.02%
891
144
$40K 0.02%
367
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145
$39K 0.02%
+171
146
$38K 0.02%
+482
147
$35K 0.02%
209
+176
148
$35K 0.02%
1,300
-128
149
$35K 0.02%
472
+172
150
$34K 0.02%
72
4 5
6
7 8