CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$31.2M
3 +$18.6M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.1M

Top Sells

1 +$1.21M
2 +$1.08M
3 +$1.08M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$523K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TRI icon
301
Thomson Reuters
TRI
$59.5B
$98.2K 0.01%
+632
COP icon
302
ConocoPhillips
COP
$107B
$97.5K 0.01%
1,031
+42
ZFEB
303
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$114M
$95.5K 0.01%
+3,827
SGOV icon
304
iShares 0-3 Month Treasury Bond ETF
SGOV
$63.4B
$95.5K 0.01%
948
+386
MIDD icon
305
Middleby
MIDD
$5.92B
$94.4K 0.01%
710
NET icon
306
Cloudflare
NET
$69.2B
$94K 0.01%
438
+435
GLW icon
307
Corning
GLW
$71.1B
$93.8K 0.01%
+1,143
BBAX icon
308
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.43B
$93.1K 0.01%
1,653
CARR icon
309
Carrier Global
CARR
$45.4B
$91.7K 0.01%
+1,536
NKE icon
310
Nike
NKE
$94.1B
$88.2K 0.01%
1,264
+189
CPRT icon
311
Copart
CPRT
$37.8B
$88K 0.01%
+1,956
COWZ icon
312
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$87K 0.01%
1,514
+202
CL icon
313
Colgate-Palmolive
CL
$64.3B
$86K 0.01%
1,076
-129
MO icon
314
Altria Group
MO
$97.9B
$86K 0.01%
1,302
-108
AFL icon
315
Aflac
AFL
$58.5B
$85.6K 0.01%
766
-4
PGX icon
316
Invesco Preferred ETF
PGX
$3.87B
$85K 0.01%
7,327
+5,279
CTVA icon
317
Corteva
CTVA
$44.6B
$84.5K 0.01%
1,249
CCJ icon
318
Cameco
CCJ
$38B
$83.9K 0.01%
1,000
EQL icon
319
ALPS Equal Sector Weight ETF
EQL
$538M
$82.9K 0.01%
1,800
DD icon
320
DuPont de Nemours
DD
$16.2B
$82.2K 0.01%
2,521
-10
VPU icon
321
Vanguard Utilities ETF
VPU
$8B
$82K 0.01%
433
DHR icon
322
Danaher
DHR
$163B
$81.3K 0.01%
410
-11
STRL icon
323
Sterling Infrastructure
STRL
$10.2B
$79.8K 0.01%
+235
BNTX icon
324
BioNTech
BNTX
$24B
$79.8K 0.01%
809
NVO icon
325
Novo Nordisk
NVO
$209B
$79.5K 0.01%
+1,433