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
AVDE icon
351
Avantis International Equity ETF
AVDE
$10.7B
$62.2K 0.01%
788
CSL icon
352
Carlisle Companies
CSL
$13.2B
$61.8K 0.01%
188
IEUR icon
353
iShares Core MSCI Europe ETF
IEUR
$6.71B
$60.7K 0.01%
891
FBIN icon
354
Fortune Brands Innovations
FBIN
$5.96B
$60.5K 0.01%
1,134
ACN icon
355
Accenture
ACN
$155B
$60.4K 0.01%
+245
ADSE icon
356
ADS-TEC Energy
ADSE
$709M
$60K 0.01%
5,000
ALSN icon
357
Allison Transmission
ALSN
$7.31B
$59.9K 0.01%
+706
VMC icon
358
Vulcan Materials
VMC
$38.7B
$59.7K 0.01%
194
+192
DIVI icon
359
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.93B
$59.4K 0.01%
1,592
FDL icon
360
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.99B
$57.7K 0.01%
1,330
XLB icon
361
Materials Select Sector SPDR Fund
XLB
$5.12B
$57.4K 0.01%
640
-12
PXH icon
362
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.72B
$57.3K 0.01%
2,256
PAYC icon
363
Paycom
PAYC
$9.02B
$57.2K 0.01%
+275
RIOT icon
364
Riot Platforms
RIOT
$5.35B
$57.1K 0.01%
3,000
-30
BSV icon
365
Vanguard Short-Term Bond ETF
BSV
$39.4B
$56.6K 0.01%
717
JHMM icon
366
John Hancock Multifactor Mid Cap ETF
JHMM
$4.5B
$56.3K 0.01%
871
-94
TTC icon
367
Toro Company
TTC
$6.98B
$56.2K 0.01%
738
-13
IAU icon
368
iShares Gold Trust
IAU
$64.3B
$55.1K 0.01%
757
+60
IEF icon
369
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$55K 0.01%
570
BTC
370
Grayscale Bitcoin Mini Trust ETF
BTC
$3.81B
$53.7K 0.01%
+1,061
FIX icon
371
Comfort Systems
FIX
$33.8B
$52.8K 0.01%
64
+42
SPHQ icon
372
Invesco S&P 500 Quality ETF
SPHQ
$15B
$52.6K 0.01%
718
BMO icon
373
Bank of Montreal
BMO
$88.7B
$52.1K 0.01%
400
-20
CTAS icon
374
Cintas
CTAS
$73.8B
$51.9K 0.01%
+253
XYZ
375
Block Inc
XYZ
$38.7B
$51K ﹤0.01%
706
+32