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
BR icon
426
Broadridge
BR
$26.6B
$31.9K ﹤0.01%
+134
SGOL icon
427
abrdn Physical Gold Shares ETF
SGOL
$6.94B
$31.8K ﹤0.01%
864
KLAC icon
428
KLA
KLAC
$151B
$31.3K ﹤0.01%
+29
WTW icon
429
Willis Towers Watson
WTW
$30.7B
$31.1K ﹤0.01%
90
F icon
430
Ford
F
$52.5B
$31.1K ﹤0.01%
2,599
+141
CRWV
431
CoreWeave Inc
CRWV
$35.5B
$30.8K ﹤0.01%
+225
ZBRA icon
432
Zebra Technologies
ZBRA
$12.6B
$30.3K ﹤0.01%
+102
SCHH icon
433
Schwab US REIT ETF
SCHH
$8.39B
$30.3K ﹤0.01%
1,402
AVAV icon
434
AeroVironment
AVAV
$13.9B
$30.2K ﹤0.01%
+96
MMYT icon
435
MakeMyTrip
MMYT
$6.93B
$30.1K ﹤0.01%
+322
MC icon
436
Moelis & Co
MC
$4.74B
$29.6K ﹤0.01%
+415
ATAI icon
437
Atai Beckley NV
ATAI
$1.37B
$29.3K ﹤0.01%
5,540
TAP icon
438
Molson Coors Class B
TAP
$9.17B
$28.8K ﹤0.01%
637
AWI icon
439
Armstrong World Industries
AWI
$8.19B
$28.8K ﹤0.01%
+147
GOVT icon
440
iShares US Treasury Bond ETF
GOVT
$33.4B
$28.7K ﹤0.01%
+1,243
DTM icon
441
DT Midstream
DTM
$11.9B
$28.7K ﹤0.01%
254
DHI icon
442
D.R. Horton
DHI
$45.1B
$28.5K ﹤0.01%
168
+117
FNDF icon
443
Schwab Fundamental International Large Company Index ETF
FNDF
$18.6B
$28.4K ﹤0.01%
661
IR icon
444
Ingersoll Rand
IR
$31.4B
$28.3K ﹤0.01%
343
+146
ARES icon
445
Ares Management
ARES
$33.7B
$28K ﹤0.01%
175
+77
CFG icon
446
Citizens Financial Group
CFG
$23.3B
$27.9K ﹤0.01%
+525
XT icon
447
iShares Future Exponential Technologies ETF
XT
$3.62B
$27.7K ﹤0.01%
385
ULTA icon
448
Ulta Beauty
ULTA
$23.4B
$27.3K ﹤0.01%
+50
SMH icon
449
VanEck Semiconductor ETF
SMH
$35.6B
$26.4K ﹤0.01%
81
+2
CVNA icon
450
Carvana
CVNA
$49.7B
$26.4K ﹤0.01%
70
-2