CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1 +$39.6M
2 +$21.8M
3 +$8.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.25M
5
AMZN icon
Amazon
AMZN
+$5.91M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SOXL icon
226
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14.3B
$96.7K 0.01%
3,850
+20
AZZ icon
227
AZZ Inc
AZZ
$2.95B
$94.5K 0.01%
1,000
SUSA icon
228
iShares ESG Optimized MSCI USA ETF
SUSA
$3.71B
$94.3K 0.01%
744
NVS icon
229
Novartis
NVS
$252B
$93.8K 0.01%
775
CTVA icon
230
Corteva
CTVA
$44.6B
$93.1K 0.01%
1,249
IREN icon
231
Iris Energy
IREN
$13.1B
$92.5K 0.01%
6,350
IYW icon
232
iShares US Technology ETF
IYW
$22.4B
$90.4K 0.01%
+522
BBAX icon
233
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.4B
$90.1K 0.01%
1,653
COP icon
234
ConocoPhillips
COP
$113B
$88.8K 0.01%
989
-32
BNTX icon
235
BioNTech
BNTX
$24.8B
$86.1K 0.01%
809
SPYG icon
236
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.5B
$84.5K 0.01%
886
+704
DHR icon
237
Danaher
DHR
$156B
$83.2K 0.01%
421
-3
TRV icon
238
Travelers Companies
TRV
$64.1B
$82.9K 0.01%
310
+45
MO icon
239
Altria Group
MO
$97.7B
$82.7K 0.01%
1,410
TPC
240
Tutor Perini Cor
TPC
$3.12B
$81.9K 0.01%
1,750
SYY icon
241
Sysco
SYY
$35.8B
$81.8K 0.01%
1,080
-17
UBER icon
242
Uber
UBER
$190B
$81.6K 0.01%
875
+137
AFL icon
243
Aflac
AFL
$59.9B
$81.2K 0.01%
770
GILD icon
244
Gilead Sciences
GILD
$155B
$80.5K 0.01%
726
+142
EQL icon
245
ALPS Equal Sector Weight ETF
EQL
$561M
$78.9K 0.01%
1,800
ITW icon
246
Illinois Tool Works
ITW
$70.8B
$77.4K 0.01%
313
EAGG icon
247
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.17B
$76.7K 0.01%
1,614
+821
VPU icon
248
Vanguard Utilities ETF
VPU
$7.79B
$76.4K 0.01%
433
NKE icon
249
Nike
NKE
$94.9B
$76.4K 0.01%
1,075
+115
BIP icon
250
Brookfield Infrastructure Partners
BIP
$16.4B
$76.3K 0.01%
2,277
+140