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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
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15.5M
3
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1
+$10.6M
2
+$4.25M
3
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

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
SOXL icon
276
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$22.8B
$113K 0.01%
2,350
-400
TRV icon
277
Travelers Companies
TRV
$72.1B
$112K 0.01%
384
+10
MBB icon
278
iShares MBS ETF
MBB
$39.3B
$111K 0.01%
1,174
+8
FTNT icon
279
Fortinet
FTNT
$115B
$109K 0.01%
1,337
-19
SCHW
280
Charles Schwab
SCHW
$179B
$109K 0.01%
1,159
+463
GILD icon
281
Gilead Sciences
GILD
$161B
$109K 0.01%
781
+50
STRL icon
282
Sterling Infrastructure
STRL
$20.9B
$109K 0.01%
267
+13
CCJ icon
283
Cameco
CCJ
$41.8B
$109K 0.01%
1,000
SETM icon
284
Sprott Energy Transition Materials ETF
SETM
$562M
$107K 0.01%
+3,242
CTVA icon
285
Corteva
CTVA
$57.3B
$105K 0.01%
1,260
+3
UNP icon
286
Union Pacific
UNP
$170B
$104K 0.01%
429
+24
WAB icon
287
Wabtec
WAB
$44.3B
$104K 0.01%
416
+14
MO icon
288
Altria Group
MO
$120B
$103K 0.01%
1,566
+210
IWO icon
289
iShares Russell 2000 Growth ETF
IWO
$15B
$103K 0.01%
329
VTEB icon
290
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
$102K 0.01%
2,035
-3,676
SYM icon
291
Symbotic
SYM
$5.55B
$101K 0.01%
1,900
D icon
292
Dominion Energy
D
$61.6B
$101K 0.01%
1,631
TIP icon
293
iShares TIPS Bond ETF
TIP
$14.5B
$99.5K 0.01%
902
SUSA icon
294
iShares ESG Optimized MSCI USA ETF
SUSA
$4.08B
$98.3K 0.01%
744
BBAX icon
295
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.41B
$98.3K 0.01%
1,653
EAGG icon
296
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.91B
$98K 0.01%
2,061
+3
MOAT icon
297
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$97.8K 0.01%
1,011
-75
NET icon
298
Cloudflare
NET
$95.3B
$96.6K 0.01%
468
+20
MKL icon
299
Markel Group
MKL
$24.4B
$95.7K 0.01%
50
-3
SBUX icon
300
Starbucks
SBUX
$121B
$95.2K 0.01%
1,063
-528
10 11
12
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