CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$2.48M
3
+$2.37M
4
BND icon
Vanguard Total Bond Market
BND
+$2.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.07M

Top Sells

1
+$8.88M
2
+$2.5M
3
+$1.16M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
AAPL icon
Apple
AAPL
+$867K

Sector Composition

1 Healthcare 8.08%
2 Technology 7.93%
3 Financials 7.31%
4 Communication Services 3.22%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMB icon
401
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.93B
$35.1K ﹤0.01%
1,564
+765
CVNA icon
402
Carvana
CVNA
$53.5B
$35K ﹤0.01%
83
+13
SPOT icon
403
Spotify
SPOT
$105B
$34.8K ﹤0.01%
60
+1
F icon
404
Ford
F
$51B
$34.7K ﹤0.01%
2,646
+47
AVDV icon
405
Avantis International Small Cap Value ETF
AVDV
$18.7B
$33.8K ﹤0.01%
360
ROL icon
406
Rollins
ROL
$26.1B
$32.7K ﹤0.01%
545
XLP icon
407
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$32.6K ﹤0.01%
420
-63
CRWV
408
CoreWeave Inc
CRWV
$61.6B
$32.2K ﹤0.01%
450
+225
VGIT icon
409
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.4B
$31.7K ﹤0.01%
+529
VDC icon
410
Vanguard Consumer Staples ETF
VDC
$7.87B
$31.7K ﹤0.01%
150
VRSN icon
411
VeriSign
VRSN
$23.8B
$31.4K ﹤0.01%
129
+1
IGV icon
412
iShares Expanded Tech-Software Sector ETF
IGV
$11.2B
$31K ﹤0.01%
293
+1
SPMD icon
413
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.6B
$30.9K ﹤0.01%
534
+182
BF.B icon
414
Brown-Forman Class B
BF.B
$13.5B
$30.9K ﹤0.01%
1,186
WTW icon
415
Willis Towers Watson
WTW
$26.4B
$30.9K ﹤0.01%
94
+4
CFG icon
416
Citizens Financial Group
CFG
$27.3B
$30.7K ﹤0.01%
525
DTM icon
417
DT Midstream
DTM
$13.8B
$30.4K ﹤0.01%
254
ULTA icon
418
Ulta Beauty
ULTA
$22.8B
$30.3K ﹤0.01%
50
RIOT icon
419
Riot Platforms
RIOT
$6.87B
$30.2K ﹤0.01%
2,384
-616
FNDF icon
420
Schwab Fundamental International Large Company Index ETF
FNDF
$23B
$29.9K ﹤0.01%
661
TAP icon
421
Molson Coors Class B
TAP
$8.47B
$29.7K ﹤0.01%
637
SCHH icon
422
Schwab US REIT ETF
SCHH
$9.76B
$29.3K ﹤0.01%
1,402
MDT icon
423
Medtronic
MDT
$112B
$29.2K ﹤0.01%
304
+48
SMH icon
424
VanEck Semiconductor ETF
SMH
$50.6B
$28.8K ﹤0.01%
80
-1
MC icon
425
Moelis & Co
MC
$4.63B
$28.5K ﹤0.01%
415
15 16
17
18 19