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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
-$48.6M
Cap. Flow %
-6.88%
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$39.1M
2
AAPL icon
Apple
AAPL
+$21.5M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$104M
2
NVDA icon
NVIDIA
NVDA
+$21.2M
3
WCN
Waste Connections
WCN
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

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 ETF
SOXL
$23.9B
$96.7K 0.01%
3,850
+20
+0.5% +$322
AZZ icon
227
AZZ Inc
AZZ
$4.47B
$94.5K 0.01%
1,000
– –
SUSA icon
228
iShares ESG Optimized MSCI USA ETF
SUSA
$4.06B
$94.3K 0.01%
744
– –
NVS icon
229
Novartis
NVS
$288B
$93.8K 0.01%
775
– –
CTVA icon
230
Corteva
CTVA
$56.9B
$93.1K 0.01%
1,249
– –
IREN icon
231
Iris Energy
IREN
$13.7B
$92.5K 0.01%
6,350
– –
IYW icon
232
iShares US Technology ETF
IYW
$25B
$90.4K 0.01%
+522
New +$79.1K
BBAX icon
233
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.48B
$90.1K 0.01%
1,653
– –
COP icon
234
ConocoPhillips
COP
$135B
$88.8K 0.01%
989
-32
-3% -$2.88K
BNTX icon
235
BioNTech
BNTX
$23B
$86.1K 0.01%
809
– –
SPYG icon
236
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.8B
$84.5K 0.01%
886
+704
+387% +$60.4K
DHR icon
237
Danaher
DHR
$141B
$83.2K 0.01%
421
-3
-0.7% -$582
TRV icon
238
Travelers Companies
TRV
$71.6B
$82.9K 0.01%
310
+45
+17% +$11.9K
MO icon
239
Altria Group
MO
$117B
$82.7K 0.01%
1,410
– –
TPC
240
Tutor Perini Cor
TPC
$4.06B
$81.9K 0.01%
1,750
– –
SYY icon
241
Sysco
SYY
$39.4B
$81.8K 0.01%
1,080
-17
-2% -$1.23K
UBER icon
242
Uber
UBER
$146B
$81.6K 0.01%
875
+137
+19% +$11.3K
AFL icon
243
Aflac
AFL
$62.4B
$81.2K 0.01%
770
– –
GILD icon
244
Gilead Sciences
GILD
$162B
$80.5K 0.01%
726
+142
+24% +$15.1K
EQL icon
245
ALPS Equal Sector Weight ETF
EQL
$745M
$78.9K 0.01%
1,800
– –
ITW icon
246
Illinois Tool Works
ITW
$78.2B
$77.4K 0.01%
313
– –
EAGG icon
247
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$76.7K 0.01%
1,614
+821
+104% +$38.6K
VPU
248
Vanguard Utilities ETF
VPU
$8.73B
$76.4K 0.01%
433
– –
NKE icon
249
Nike
NKE
$63.9B
$76.4K 0.01%
1,075
+115
+12% +$6.9K
BIP icon
250
Brookfield Infrastructure Partners
BIP
$17.6B
$76.3K 0.01%
2,277
+140
+7% +$4.39K
8 9
10
11 12

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