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
CB icon
426
Chubb
CB
$127B
$28.4K ﹤0.01%
91
+1
NVS icon
427
Novartis
NVS
$293B
$28.4K ﹤0.01%
206
-616
APTV icon
428
Aptiv
APTV
$12.7B
$28.4K ﹤0.01%
373
ARES icon
429
Ares Management
ARES
$25.3B
$28.3K ﹤0.01%
175
AWI icon
430
Armstrong World Industries
AWI
$7.52B
$28.1K ﹤0.01%
147
BINC icon
431
BlackRock Flexible Income ETF
BINC
$16.9B
$28K ﹤0.01%
530
-251
IR icon
432
Ingersoll Rand
IR
$33.4B
$27.2K ﹤0.01%
343
MMYT icon
433
MakeMyTrip
MMYT
$3.88B
$27.1K ﹤0.01%
330
+8
XT icon
434
iShares Future Exponential Technologies ETF
XT
$3.67B
$26.9K ﹤0.01%
385
LGND icon
435
Ligand Pharmaceuticals
LGND
$4.09B
$26.8K ﹤0.01%
142
+9
BR icon
436
Broadridge
BR
$18.5B
$26.8K ﹤0.01%
120
-14
DFTX
437
Definium Therapeutics
DFTX
$2.19B
$26.8K ﹤0.01%
1,999
OPEN icon
438
Opendoor
OPEN
$4.32B
$26.2K ﹤0.01%
4,500
-171
BIDD
439
iShares International Dividend Active ETF
BIDD
$439M
$26.2K ﹤0.01%
910
LULU icon
440
lululemon athletica
LULU
$18.6B
$26K ﹤0.01%
125
-500
BOOT icon
441
Boot Barn
BOOT
$4.72B
$25.9K ﹤0.01%
147
+19
DIVO icon
442
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.82B
$25.9K ﹤0.01%
581
HWM icon
443
Howmet Aerospace
HWM
$101B
$25.8K ﹤0.01%
126
+4
SIXG
444
Defiance Connective Technologies ETF
SIXG
$791M
$25.5K ﹤0.01%
400
DHI icon
445
D.R. Horton
DHI
$42.1B
$25.5K ﹤0.01%
177
+9
THC icon
446
Tenet Healthcare
THC
$17B
$25.4K ﹤0.01%
128
+13
NI icon
447
NiSource
NI
$23B
$25.4K ﹤0.01%
609
ASTS icon
448
AST SpaceMobile
ASTS
$25.9B
$25.2K ﹤0.01%
+347
VGK icon
449
Vanguard FTSE Europe ETF
VGK
$31.3B
$25K ﹤0.01%
299
+16
AVAV icon
450
AeroVironment
AVAV
$9.84B
$24.9K ﹤0.01%
103
+7