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
201
$16K 0.01%
511
+21
202
$15K 0.01%
+63
203
$15K 0.01%
+117
204
$15K 0.01%
+144
205
$15K 0.01%
+517
206
$15K 0.01%
8,074
207
$15K 0.01%
+1,351
208
$14K 0.01%
+390
209
$14K 0.01%
+556
210
$14K 0.01%
413
+102
211
$14K 0.01%
+51
212
$14K 0.01%
294
+30
213
$14K 0.01%
466
+35
214
$14K 0.01%
+345
215
$14K 0.01%
810
216
$14K 0.01%
415
+315
217
$14K 0.01%
185
218
$14K 0.01%
+570
219
$14K 0.01%
168
+63
220
$13K 0.01%
+69
221
$13K 0.01%
1,000
222
$13K 0.01%
+23
223
$13K 0.01%
+242
224
$13K 0.01%
+512
225
$12K 0.01%
+135
7 8
9
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