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Crewe Advisors Portfolio holdings

AUM $1.38B
1-Year Est. Return 41.76%
This Fund
S&P 500
This Quarter Est. Return
-2.56%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
+$85.4M
Cap. Flow %
7.29%
Top 10 Hldgs %
52.99%
Holding
1,171
New
72
Increased
375
Reduced
162
Closed
133

Top Buys

Rank Stock Value
1
PACS icon
PACS Group
PACS
+$22.3M
2
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$15.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$10.6M
2
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.25M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

Rank Sector Weight
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
$52.4B
$161K 0.01%
1,436
+6
+0.4% +$604
HYG icon
227
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$161K 0.01%
2,019
+20
+1% +$1.61K
ADPT icon
228
Adaptive Biotechnologies
ADPT
$3.6B
$160K 0.01%
11,543
– –
STWD icon
229
Starwood Property Trust
STWD
$6.18B
$160K 0.01%
9,293
+246
+3% +$4.42K
W icon
230
Wayfair
W
$12.5B
$158K 0.01%
2,100
– –
DYNF icon
231
BlackRock US Equity Factor Rotation ETF
DYNF
$38B
$157K 0.01%
2,695
– –
AEP icon
232
American Electric Power
AEP
$72.4B
$154K 0.01%
1,175
+33
+3% +$4.13K
JGRO icon
233
JPMorgan Active Growth ETF
JGRO
$9.24B
$153K 0.01%
1,811
– –
COP icon
234
ConocoPhillips
COP
$139B
$151K 0.01%
1,145
+85
+8% +$9.41K
UBER icon
235
Uber
UBER
$144B
$151K 0.01%
2,098
+19
+0.9% +$1.46K
CGXU icon
236
Capital Group International Focus Equity ETF
CGXU
$6.15B
$150K 0.01%
5,089
– –
CMS icon
237
CMS Energy
CMS
$23B
$148K 0.01%
1,905
– –
CI icon
238
Cigna
CI
$79.6B
$147K 0.01%
550
-102
-16% -$28.2K
DVY icon
239
iShares Select Dividend ETF
DVY
$24.1B
$145K 0.01%
957
+6
+0.6% +$906
ARTY
240
iShares Future AI & Tech ETF
ARTY
$3.35B
$144K 0.01%
3,093
– –
ADSK icon
241
Autodesk
ADSK
$50.1B
$143K 0.01%
598
-6
-1% -$1.51K
FFIN icon
242
First Financial Bankshares
FFIN
$5.05B
$143K 0.01%
4,845
– –
WATT icon
243
Energous
WATT
$72.8M
$141K 0.01%
+9,000
New +$91.8K
COPX icon
244
Global X Copper Miners ETF NEW
COPX
$7.07B
$138K 0.01%
+1,810
New +$150K
QQQE icon
245
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.33B
$136K 0.01%
1,380
– –
UNH icon
246
UnitedHealth
UNH
$389B
$135K 0.01%
500
– –
TPC
247
Tutor Perini Cor
TPC
$4.31B
$135K 0.01%
1,750
– –
SCHE icon
248
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$134K 0.01%
4,082
– –
TOST icon
249
Toast
TOST
$18.8B
$133K 0.01%
5,000
– –
VRT icon
250
Vertiv
VRT
$104B
$132K 0.01%
526
+139
+36% +$30.9K
8 9
10
11 12

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PFM
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RIM
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AU
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Crewe Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Crewe Advisors held 1,171 positions worth $1.17B, up 3.8% from $1.13B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Crewe Advisors deployed $85.4M of net new capital in Q1 2026, opening 72 new positions and adding to 375 existing holdings. Its largest new stake was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.

By sector, the portfolio is most concentrated in Healthcare at 8.3% of assets, up from 8.1% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Tesla, an estimated $10.6M trimmed.

  • Crewe Advisors's largest Q1 2026 buy was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.
  • Crewe Advisors added most to PACS Group in Q1 2026, an estimated $22.3M increase.
  • Crewe Advisors's biggest Q1 2026 reduction was Tesla, cutting an estimated $10.6M.
  • Crewe Advisors fully exited First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, selling an estimated $59K.
  • Crewe Advisors's ten largest holdings make up 53% of its $1.17B portfolio in Q1 2026.
  • Crewe Advisors opened 72 new positions and closed 133 in Q1 2026.
  • Crewe Advisors's portfolio value rose 3.8% quarter-over-quarter to $1.17B.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.