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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
-$48.6M
Cap. Flow %
-6.88%
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$39.1M
2
AAPL icon
Apple
AAPL
+$21.5M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$104M
2
NVDA icon
NVIDIA
NVDA
+$21.2M
3
WCN
Waste Connections
WCN
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHH icon
326
Schwab US REIT ETF
SCHH
$11.3B
$29.7K ﹤0.01%
1,402
+122
+10% +$2.56K
AVDV icon
327
Avantis International Small Cap Value ETF
AVDV
$19.3B
$28.5K ﹤0.01%
360
-228
-39% -$16.9K
EFV icon
328
iShares MSCI EAFE Value ETF
EFV
$26B
$28.5K ﹤0.01%
+449
New +$27.5K
DOW icon
329
Dow Inc
DOW
$21.8B
$27.9K ﹤0.01%
1,055
– –
DTM icon
330
DT Midstream
DTM
$15.1B
$27.9K ﹤0.01%
254
– –
DG icon
331
Dollar General
DG
$26.5B
$27.7K ﹤0.01%
242
-10
-4% -$993
WTW icon
332
Willis Towers Watson
WTW
$27.3B
$27.6K ﹤0.01%
90
-4
-4% -$1.24K
IGE icon
333
iShares North American Natural Resources ETF
IGE
$725M
$27.3K ﹤0.01%
+618
New +$26.5K
LBRDK icon
334
Liberty Broadband Class C
LBRDK
$4.31B
$27.3K ﹤0.01%
277
-35
-11% -$3.14K
SGOL icon
335
abrdn Physical Gold Shares ETF
SGOL
$6.92B
$27.3K ﹤0.01%
+864
New +$27.1K
FTGC icon
336
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.89B
$26.9K ﹤0.01%
+1,092
New +$26.9K
S icon
337
SentinelOne
S
$6.83B
$26.8K ﹤0.01%
1,465
– –
F icon
338
Ford
F
$55.5B
$26.7K ﹤0.01%
2,458
-12
-0.5% -$122
FNDF icon
339
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$26.4K ﹤0.01%
+661
New +$24.9K
DAL icon
340
Delta Air Lines
DAL
$56.2B
$26.3K ﹤0.01%
535
-565
-51% -$25.9K
CB icon
341
Chubb
CB
$134B
$26.1K ﹤0.01%
90
-25
-22% -$7.19K
NI icon
342
NiSource
NI
$22.4B
$25.8K ﹤0.01%
639
+304
+91% +$11.9K
APTV icon
343
Aptiv
APTV
$12.3B
$25.4K ﹤0.01%
373
– –
XT icon
344
iShares Future Exponential Technologies ETF
XT
$3.91B
$25.1K ﹤0.01%
+385
New +$23K
BIDD
345
iShares International Dividend Active ETF
BIDD
$412M
$24.8K ﹤0.01%
910
– –
DIVO icon
346
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.33B
$24.7K ﹤0.01%
581
– –
LPTH icon
347
Lightpath Technologies
LPTH
$723M
$24.6K ﹤0.01%
8,000
– –
CVNA icon
348
Carvana
CVNA
$50.4B
$24.3K ﹤0.01%
+360
New +$19.7K
UPS icon
349
United Parcel Service
UPS
$96.6B
$23.8K ﹤0.01%
236
+150
+174% +$14.8K
MDT icon
350
Medtronic
MDT
$102B
$23.8K ﹤0.01%
273
-25
-8% -$2.12K
12 13
14
15 16

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NNPTE
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