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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15.5M
3
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1
+$10.6M
2
+$4.25M
3
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOL icon
401
abrdn Physical Gold Shares ETF
SGOL
$7.01B
$38.6K ﹤0.01%
864
-128
DFTX
402
Definium Therapeutics
DFTX
$6.25B
$37.8K ﹤0.01%
1,999
PTC icon
403
PTC
PTC
$14.4B
$37.8K ﹤0.01%
265
-12
IPGP icon
404
IPG Photonics
IPGP
$4.57B
$37.2K ﹤0.01%
325
CPRT icon
405
Copart
CPRT
$25.5B
$37.2K ﹤0.01%
1,120
-858
MRNA icon
406
Moderna
MRNA
$27.1B
$36.9K ﹤0.01%
726
FBIN icon
407
Fortune Brands Innovations
FBIN
$6.16B
$36.4K ﹤0.01%
934
LGND icon
408
Ligand Pharmaceuticals
LGND
$6.34B
$36.1K ﹤0.01%
181
+39
CRWV
409
CoreWeave Inc
CRWV
$48.5B
$36K ﹤0.01%
465
+15
AVDV icon
410
Avantis International Small Cap Value ETF
AVDV
$19.3B
$36K ﹤0.01%
360
AER icon
411
AerCap
AER
$23.6B
$35.7K ﹤0.01%
260
-111
SFM icon
412
Sprouts Farmers Market
SFM
$7.6B
$35.2K ﹤0.01%
457
ACN icon
413
Accenture
ACN
$82.8B
$34.9K ﹤0.01%
176
+26
EXPE icon
414
Expedia Group
EXPE
$32.5B
$34.9K ﹤0.01%
151
PWR icon
415
Quanta Services
PWR
$98.8B
$34.6K ﹤0.01%
63
+17
CDZI icon
416
Cadiz
CDZI
$370M
$34.4K ﹤0.01%
+7,000
CVNA icon
417
Carvana
CVNA
$47.2B
$34.3K ﹤0.01%
545
+130
DTM icon
418
DT Midstream
DTM
$14.8B
$34.2K ﹤0.01%
254
MDT icon
419
Medtronic
MDT
$107B
$34.2K ﹤0.01%
394
+90
FOUR icon
420
Shift4
FOUR
$4.03B
$34.1K ﹤0.01%
779
-536
VDC icon
421
Vanguard Consumer Staples ETF
VDC
$7.9B
$33.7K ﹤0.01%
150
WMB icon
422
Williams Companies
WMB
$91.7B
$33.4K ﹤0.01%
459
+65
CMF icon
423
iShares California Muni Bond ETF
CMF
$4.54B
$33K ﹤0.01%
580
-295
NEWT icon
424
NewtekOne
NEWT
$427M
$32.9K ﹤0.01%
3,000
+1,000
NVMI
425
Nova
NVMI
$15.1B
$32.6K ﹤0.01%
75
+15
15 16
17
18 19