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
EXPE icon
401
Expedia Group
EXPE
$31.6B
$42.1K ﹤0.01%
+197
BINC icon
402
BlackRock Flexible Income ETF
BINC
$14.3B
$41.6K ﹤0.01%
+781
SPOT icon
403
Spotify
SPOT
$121B
$41.2K ﹤0.01%
+59
GDDY icon
404
GoDaddy
GDDY
$17.1B
$40K ﹤0.01%
292
DFIP icon
405
Dimensional Inflation-Protected Securities ETF
DFIP
$1.03B
$39.9K ﹤0.01%
945
XMHQ icon
406
Invesco S&P MidCap Quality ETF
XMHQ
$5.13B
$37.9K ﹤0.01%
361
XLP icon
407
Consumers Staples Select Sector SPDR Fund
XLP
$15B
$37.9K ﹤0.01%
483
+3
CNI icon
408
Canadian National Railway
CNI
$57B
$37.7K ﹤0.01%
400
SNOW icon
409
Snowflake
SNOW
$84.8B
$36.5K ﹤0.01%
162
+109
WIX icon
410
WIX.com
WIX
$5.18B
$36.4K ﹤0.01%
+205
BSX icon
411
Boston Scientific
BSX
$150B
$36K ﹤0.01%
369
+205
OPEN icon
412
Opendoor
OPEN
$7.38B
$36K ﹤0.01%
+4,671
EVRG icon
413
Evergy
EVRG
$17.6B
$36K ﹤0.01%
473
-616
VRSN icon
414
VeriSign
VRSN
$23.7B
$35.8K ﹤0.01%
128
DAL icon
415
Delta Air Lines
DAL
$40.6B
$34.8K ﹤0.01%
613
+78
FFIV icon
416
F5
FFIV
$13.8B
$34.6K ﹤0.01%
+107
EFV icon
417
iShares MSCI EAFE Value ETF
EFV
$27B
$34.3K ﹤0.01%
505
+56
IGV icon
418
iShares Expanded Tech-Software Sector ETF
IGV
$8.18B
$33.6K ﹤0.01%
292
JMEE icon
419
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.08B
$32.7K ﹤0.01%
515
APTV icon
420
Aptiv
APTV
$16.5B
$32.2K ﹤0.01%
373
BF.B icon
421
Brown-Forman Class B
BF.B
$13.6B
$32.1K ﹤0.01%
+1,186
VDC icon
422
Vanguard Consumer Staples ETF
VDC
$7.2B
$32.1K ﹤0.01%
150
AVDV icon
423
Avantis International Small Cap Value ETF
AVDV
$14.2B
$32.1K ﹤0.01%
360
SPLV icon
424
Invesco S&P 500 Low Volatility ETF
SPLV
$7.49B
$32K ﹤0.01%
436
+287
ROL icon
425
Rollins
ROL
$29.5B
$32K ﹤0.01%
+545