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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
FTNT icon
276
Fortinet
FTNT
$111B
$108K 0.01%
1,356
-239
ASBP
277
Aspire Biopharma
ASBP
$7.77M
$107K 0.01%
678
AZZ icon
278
AZZ Inc
AZZ
$4.7B
$107K 0.01%
1,000
IWO icon
279
iShares Russell 2000 Growth ETF
IWO
$15.1B
$106K 0.01%
329
MIDD icon
280
Middleby
MIDD
$7.84B
$106K 0.01%
710
TT icon
281
Trane Technologies
TT
$106B
$105K 0.01%
270
+7
ENB icon
282
Enbridge
ENB
$123B
$105K 0.01%
2,197
SUSA icon
283
iShares ESG Optimized MSCI USA ETF
SUSA
$3.94B
$104K 0.01%
744
GLW icon
284
Corning
GLW
$190B
$103K 0.01%
1,178
+35
COP icon
285
ConocoPhillips
COP
$129B
$99.2K 0.01%
1,060
+29
TIP icon
286
iShares TIPS Bond ETF
TIP
$14.9B
$99.1K 0.01%
902
EAGG icon
287
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.89B
$98.5K 0.01%
2,058
+6
IOO icon
288
iShares Global 100 ETF
IOO
$8.29B
$95.8K 0.01%
+756
D icon
289
Dominion Energy
D
$61B
$95.6K 0.01%
1,631
IYW icon
290
iShares US Technology ETF
IYW
$24B
$94.6K 0.01%
474
-39
DHR icon
291
Danaher
DHR
$139B
$94.1K 0.01%
411
+1
UNP icon
292
Union Pacific
UNP
$159B
$93.7K 0.01%
405
-437
BBAX icon
293
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.23B
$93.1K 0.01%
1,653
CCJ icon
294
Cameco
CCJ
$45.5B
$91.5K 0.01%
1,000
COWZ icon
295
Pacer US Cash Cows 100 ETF
COWZ
$17.8B
$91.1K 0.01%
1,514
GM icon
296
General Motors
GM
$70.4B
$90.3K 0.01%
1,111
+11
GILD icon
297
Gilead Sciences
GILD
$159B
$89.7K 0.01%
731
+31
SGOV icon
298
iShares 0-3 Month Treasury Bond ETF
SGOV
$95.3B
$89.6K 0.01%
893
-55
NKE icon
299
Nike
NKE
$60.3B
$88.6K 0.01%
1,390
+126
NET icon
300
Cloudflare
NET
$84.2B
$88.3K 0.01%
448
+10
10 11
12
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