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
LGIH icon
326
LGI Homes
LGIH
$1.07B
$24.6K ﹤0.01%
370
DTM icon
327
DT Midstream
DTM
$11.3B
$24.5K ﹤0.01%
254
SLB icon
328
SLB Ltd
SLB
$54.3B
$24.4K ﹤0.01%
584
SWKS icon
329
Skyworks Solutions
SWKS
$10.5B
$23.9K ﹤0.01%
370
DIVO icon
330
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.25B
$23.7K ﹤0.01%
581
+155
CCL icon
331
Carnival Corp
CCL
$34.6B
$23.6K ﹤0.01%
1,210
BIDD
332
iShares International Dividend Active ETF
BIDD
$683M
$23.6K ﹤0.01%
910
JBLU icon
333
JetBlue
JBLU
$1.55B
$23.5K ﹤0.01%
4,869
APD icon
334
Air Products & Chemicals
APD
$57.6B
$23.3K ﹤0.01%
79
+3
PGX icon
335
Invesco Preferred ETF
PGX
$3.87B
$23K ﹤0.01%
2,048
-125
VCSH icon
336
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$23K ﹤0.01%
291
APTV icon
337
Aptiv
APTV
$17.7B
$22.2K ﹤0.01%
373
DG icon
338
Dollar General
DG
$21.1B
$22.2K ﹤0.01%
252
+31
MMC icon
339
Marsh & McLennan
MMC
$86.5B
$22K ﹤0.01%
90
-21
MRCC icon
340
Monroe Capital Corp
MRCC
$143M
$21.8K ﹤0.01%
2,800
VTS icon
341
Vitesse Energy
VTS
$811M
$21.8K ﹤0.01%
888
GPRE icon
342
Green Plains
GPRE
$672M
$21.8K ﹤0.01%
4,500
RIOT icon
343
Riot Platforms
RIOT
$6.45B
$21.6K ﹤0.01%
3,030
+30
SVOL icon
344
Simplify Volatility Premium ETF
SVOL
$718M
$21.4K ﹤0.01%
1,179
-128
PRGO icon
345
Perrigo
PRGO
$2.05B
$20.7K ﹤0.01%
738
JBBB icon
346
Janus Henderson B-BBB CLO ETF
JBBB
$1.51B
$20.5K ﹤0.01%
+422
HSY icon
347
Hershey
HSY
$34B
$20.5K ﹤0.01%
120
IPGP icon
348
IPG Photonics
IPGP
$3.78B
$20.5K ﹤0.01%
+325
BSX icon
349
Boston Scientific
BSX
$147B
$20.5K ﹤0.01%
203
+55
APO icon
350
Apollo Global Management
APO
$74.9B
$20K ﹤0.01%
146
+35