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
176
$22K 0.01%
+110
177
$21K 0.01%
358
-110
178
$21K 0.01%
637
179
$21K 0.01%
+572
180
$21K 0.01%
+299
181
$20K 0.01%
515
182
$20K 0.01%
523
+223
183
$20K 0.01%
269
+125
184
$20K 0.01%
+168
185
$20K 0.01%
+181
186
$19K 0.01%
221
187
$19K 0.01%
+59
188
$19K 0.01%
2,800
189
$19K 0.01%
+152
190
$18K 0.01%
+1,028
191
$18K 0.01%
+126
192
$18K 0.01%
192
+100
193
$18K 0.01%
148
+36
194
$17K 0.01%
+113
195
$17K 0.01%
+333
196
$17K 0.01%
47
+31
197
$16K 0.01%
+360
198
$16K 0.01%
+338
199
$16K 0.01%
+452
200
$16K 0.01%
1,556
6 7
8
9 10