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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
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$15.5M
3 +$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1 +$10.6M
2 +$4.25M
3 +$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ETR icon
226
Entergy
ETR
$53.7B
$161K 0.01%
1,436
+6
HYG icon
227
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.5B
$161K 0.01%
2,019
+20
ADPT icon
228
Adaptive Biotechnologies
ADPT
$3.37B
$160K 0.01%
11,543
STWD icon
229
Starwood Property Trust
STWD
$6.17B
$160K 0.01%
9,293
+246
W icon
230
Wayfair
W
$11.8B
$158K 0.01%
2,100
DYNF icon
231
BlackRock US Equity Factor Rotation ETF
DYNF
$38.2B
$157K 0.01%
2,695
AEP icon
232
American Electric Power
AEP
$73.7B
$154K 0.01%
1,175
+33
JGRO icon
233
JPMorgan Active Growth ETF
JGRO
$9.82B
$153K 0.01%
1,811
COP icon
234
ConocoPhillips
COP
$133B
$151K 0.01%
1,145
+85
UBER icon
235
Uber
UBER
$152B
$151K 0.01%
2,098
+19
CGXU icon
236
Capital Group International Focus Equity ETF
CGXU
$6.36B
$150K 0.01%
5,089
CMS icon
237
CMS Energy
CMS
$23.3B
$148K 0.01%
1,905
CI icon
238
Cigna
CI
$77.6B
$147K 0.01%
550
-102
DVY icon
239
iShares Select Dividend ETF
DVY
$23.4B
$145K 0.01%
957
+6
ARTY
240
iShares Future AI & Tech ETF
ARTY
$3.77B
$144K 0.01%
3,093
ADSK icon
241
Autodesk
ADSK
$44B
$143K 0.01%
598
-6
FFIN icon
242
First Financial Bankshares
FFIN
$4.95B
$143K 0.01%
4,845
WATT icon
243
Energous
WATT
$99M
$141K 0.01%
+9,000
COPX icon
244
Global X Copper Miners ETF NEW
COPX
$7.12B
$138K 0.01%
+1,810
QQQE icon
245
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.39B
$136K 0.01%
1,380
UNH icon
246
UnitedHealth
UNH
$386B
$135K 0.01%
500
TPC
247
Tutor Perini Cor
TPC
$3.99B
$135K 0.01%
1,750
SCHE icon
248
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$134K 0.01%
4,082
TOST icon
249
Toast
TOST
$17B
$133K 0.01%
5,000
VRT icon
250
Vertiv
VRT
$122B
$132K 0.01%
526
+139