CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1 +$9.63M
2 +$8.95M
3 +$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1 +$7.59M
2 +$5.27M
3 +$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XYZ
301
Block Inc
XYZ
$39.9B
$36.3K 0.01%
668
CB icon
302
Chubb
CB
$113B
$34.7K ﹤0.01%
115
+5
PYPL icon
303
PayPal
PYPL
$62B
$34.6K ﹤0.01%
531
+497
XMHQ icon
304
Invesco S&P MidCap Quality ETF
XMHQ
$5.32B
$33K ﹤0.01%
+361
VLO icon
305
Valero Energy
VLO
$53.6B
$33K ﹤0.01%
250
-114
VRSN icon
306
VeriSign
VRSN
$22.4B
$32.5K ﹤0.01%
128
COMT icon
307
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$635M
$31.9K ﹤0.01%
1,205
WTW icon
308
Willis Towers Watson
WTW
$31.2B
$31.8K ﹤0.01%
+94
PRU icon
309
Prudential Financial
PRU
$37.2B
$31.5K ﹤0.01%
282
HUBS icon
310
HubSpot
HUBS
$20.9B
$30.3K ﹤0.01%
53
XLI icon
311
Industrial Select Sector SPDR Fund
XLI
$23.7B
$29.6K ﹤0.01%
226
-1,672
JMEE icon
312
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.02B
$28.8K ﹤0.01%
+515
PXH icon
313
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.67B
$28.6K ﹤0.01%
1,316
UAL icon
314
United Airlines
UAL
$31.5B
$27.9K ﹤0.01%
404
SCHH icon
315
Schwab US REIT ETF
SCHH
$8.32B
$27.5K ﹤0.01%
1,280
MDT icon
316
Medtronic
MDT
$118B
$26.8K ﹤0.01%
298
+51
BIDU icon
317
Baidu
BIDU
$43.3B
$26.7K ﹤0.01%
290
IP icon
318
International Paper
IP
$20.1B
$26.7K ﹤0.01%
500
S icon
319
SentinelOne
S
$5.67B
$26.6K ﹤0.01%
1,465
LBRDK icon
320
Liberty Broadband Class C
LBRDK
$7.28B
$26.5K ﹤0.01%
312
+35
IGV icon
321
iShares Expanded Tech-Software Sector ETF
IGV
$9.79B
$26K ﹤0.01%
+292
EMXC icon
322
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.9B
$25.5K ﹤0.01%
+462
ICLR icon
323
Icon
ICLR
$12.2B
$25.4K ﹤0.01%
+145
F icon
324
Ford
F
$52.6B
$24.8K ﹤0.01%
2,470
-815
YUMC icon
325
Yum China
YUMC
$15.8B
$24.7K ﹤0.01%
475