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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
BIL icon
251
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$75.7K 0.01%
825
+94
+13% +$8.61K
EVRG icon
252
Evergy
EVRG
$19.9B
$75.1K 0.01%
1,089
+189
+21% +$12.7K
MU icon
253
Micron Technology
MU
$1.11T
$74.3K 0.01%
603
-13
-2% -$1.21K
CCJ icon
254
Cameco
CCJ
$39.8B
$74.2K 0.01%
1,000
– –
SYM icon
255
Symbotic
SYM
$5.51B
$73.8K 0.01%
1,900
-8
-0.4% -$210
DD icon
256
DuPont de Nemours
DD
$18.1B
$72.7K 0.01%
844
+4
+0.5% +$332
COWZ icon
257
Pacer US Cash Cows 100 ETF
COWZ
$18B
$72.3K 0.01%
1,312
+3
+0.2% +$159
QSR icon
258
Restaurant Brands International
QSR
$26B
$71K 0.01%
1,070
– –
GWX icon
259
State Street SPDR S&P International Small Cap ETF
GWX
$870M
$70.8K 0.01%
1,904
– –
BLK icon
260
Blackrock
BLK
$160B
$70.3K 0.01%
67
– –
CSL icon
261
Carlisle Companies
CSL
$13.6B
$70.2K 0.01%
188
-12
-6% -$4.46K
AVY icon
262
Avery Dennison
AVY
$12B
$70.2K 0.01%
400
-7
-2% -$1.23K
ADSE icon
263
ADS-TEC Energy
ADSE
$896M
$69K 0.01%
5,000
– –
VRT icon
264
Vertiv
VRT
$117B
$68.4K 0.01%
533
+6
+1% +$583
DTE icon
265
DTE Energy
DTE
$31B
$68.1K 0.01%
514
– –
PTC icon
266
PTC
PTC
$14.3B
$66.4K 0.01%
385
-55
-13% -$8.86K
CMCSA icon
267
Comcast
CMCSA
$83.8B
$66.3K 0.01%
1,859
+96
+5% +$3.32K
SCHW
268
Charles Schwab
SCHW
$177B
$64.2K 0.01%
704
+44
+7% +$3.68K
VEU icon
269
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$62.9K 0.01%
936
+853
+1,028% +$54K
GEHC icon
270
GE HealthCare
GEHC
$27.6B
$62.4K 0.01%
843
-66
-7% -$4.59K
VHT icon
271
Vanguard Health Care ETF
VHT
$17.8B
$62.1K 0.01%
250
– –
DFEM icon
272
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.07B
$61.9K 0.01%
2,084
-367
-15% -$10.1K
VGK icon
273
Vanguard FTSE Europe ETF
VGK
$29.9B
$59.8K 0.01%
+772
New +$57K
JHMM icon
274
John Hancock Multifactor Mid Cap ETF
JHMM
$5.85B
$59K 0.01%
965
– –
IEUR icon
275
iShares Core MSCI Europe ETF
IEUR
$8.67B
$59K 0.01%
891
– –
9 10
11
12 13

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