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
NU icon
351
Nu Holdings
NU
$77B
$19.5K ﹤0.01%
+1,900
SUSC icon
352
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.25B
$19.4K ﹤0.01%
842
DE icon
353
Deere & Co
DE
$129B
$19.2K ﹤0.01%
41
+4
USB icon
354
US Bancorp
USB
$72.8B
$19K ﹤0.01%
450
OXY icon
355
Occidental Petroleum
OXY
$39.7B
$18.8K ﹤0.01%
381
SOLV icon
356
Solventum
SOLV
$11.5B
$18.5K ﹤0.01%
243
-123
RYAAY icon
357
Ryanair
RYAAY
$33.3B
$18K ﹤0.01%
425
IAU icon
358
iShares Gold Trust
IAU
$60.9B
$18K ﹤0.01%
305
PDD icon
359
Pinduoduo
PDD
$194B
$17.8K ﹤0.01%
150
LCID icon
360
Lucid Motors
LCID
$5.82B
$17.7K ﹤0.01%
731
+48
BMRN icon
361
BioMarin Pharmaceuticals
BMRN
$9.96B
$17.7K ﹤0.01%
250
VLUE icon
362
iShares MSCI USA Value Factor ETF
VLUE
$8.42B
$17.6K ﹤0.01%
165
SPYX icon
363
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.42B
$17.6K ﹤0.01%
384
+1
ESGD icon
364
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.3B
$17.2K ﹤0.01%
210
PINS icon
365
Pinterest
PINS
$17.8B
$17.1K ﹤0.01%
550
SIXG
366
Defiance Connective Technologies ETF
SIXG
$777M
$17K ﹤0.01%
400
MTUM icon
367
iShares MSCI USA Momentum Factor ETF
MTUM
$18.8B
$16.8K ﹤0.01%
83
SMH icon
368
VanEck Semiconductor ETF
SMH
$35.4B
$16.7K ﹤0.01%
79
AJG icon
369
Arthur J. Gallagher & Co
AJG
$63B
$16.4K ﹤0.01%
47
+15
EVV
370
Eaton Vance Limited Duration Income Fund
EVV
$1.17B
$16.3K ﹤0.01%
1,636
+39
DLS icon
371
WisdomTree International SmallCap Dividend Fund
DLS
$1B
$16.2K ﹤0.01%
245
LPTH icon
372
Lightpath Technologies
LPTH
$346M
$16.1K ﹤0.01%
8,000
SLV icon
373
iShares Silver Trust
SLV
$23.6B
$16K ﹤0.01%
516
USMV icon
374
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$16K ﹤0.01%
171
FREL icon
375
Fidelity MSCI Real Estate Index ETF
FREL
$1.05B
$15.8K ﹤0.01%
576