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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
$1.13B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$2.48M
3
+$2.37M
4
BND icon
Vanguard Total Bond Market
BND
+$2.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.07M

Top Sells

1
+$8.88M
2
+$2.5M
3
+$1.16M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
AAPL icon
Apple
AAPL
+$867K

Sector Composition

1 Healthcare 8.08%
2 Technology 7.93%
3 Financials 7.31%
4 Communication Services 3.22%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
251
Verizon
VZ
$194B
$129K 0.01%
3,171
+183
NOC icon
252
Northrop Grumman
NOC
$71B
$128K 0.01%
225
VOT icon
253
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
$128K 0.01%
458
ZTS icon
254
Zoetis
ZTS
$31.9B
$127K 0.01%
1,007
+8
MTUM icon
255
iShares MSCI USA Momentum Factor ETF
MTUM
$27.1B
$123K 0.01%
493
-20
PXF icon
256
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.84B
$121K 0.01%
1,841
BF.A icon
257
Brown-Forman Class A
BF.A
$13.1B
$120K 0.01%
4,577
WD icon
258
Walker & Dunlop
WD
$1.88B
$120K 0.01%
2,000
ABT icon
259
Abbott
ABT
$164B
$120K 0.01%
954
+55
MPLX icon
260
MPLX
MPLX
$57.4B
$118K 0.01%
2,211
+44
OTIS icon
261
Otis Worldwide
OTIS
$28.1B
$118K 0.01%
1,351
TPC
262
Tutor Perini Cor
TPC
$4.18B
$117K 0.01%
1,750
APO icon
263
Apollo Global Management
APO
$68.2B
$117K 0.01%
805
+4
PNC icon
264
PNC Financial Services
PNC
$98.4B
$116K 0.01%
558
+7
SOXL icon
265
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$25.8B
$116K 0.01%
2,750
-1,100
MKL icon
266
Markel Group
MKL
$24B
$114K 0.01%
53
SYM icon
267
Symbotic
SYM
$5.25B
$113K 0.01%
1,900
SHLD icon
268
Global X Defense Tech ETF
SHLD
$6.95B
$113K 0.01%
1,741
MOAT icon
269
VanEck Morningstar Wide Moat ETF
MOAT
$13.2B
$112K 0.01%
1,086
-96
RWK icon
270
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.39B
$111K 0.01%
881
MBB icon
271
iShares MBS ETF
MBB
$39.8B
$111K 0.01%
1,166
-163
GWW icon
272
W.W. Grainger
GWW
$63.9B
$111K 0.01%
110
DEO icon
273
Diageo
DEO
$46.4B
$110K 0.01%
1,270
TRV icon
274
Travelers Companies
TRV
$69.6B
$108K 0.01%
374
+7
DOMO icon
275
Domo
DOMO
$133M
$108K 0.01%
12,799
9 10
11
12 13