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
NI icon
451
NiSource
NI
$20.4B
$26.4K ﹤0.01%
609
-30
DIVO icon
452
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.59B
$25.9K ﹤0.01%
581
S icon
453
SentinelOne
S
$5.44B
$25.8K ﹤0.01%
1,465
POST icon
454
Post Holdings
POST
$5.27B
$25.8K ﹤0.01%
+240
IPGP icon
455
IPG Photonics
IPGP
$3.27B
$25.7K ﹤0.01%
325
BIDD
456
iShares International Dividend Active ETF
BIDD
$496M
$25.5K ﹤0.01%
910
CB icon
457
Chubb
CB
$117B
$25.4K ﹤0.01%
90
DG icon
458
Dollar General
DG
$23B
$25.3K ﹤0.01%
245
+3
MPC icon
459
Marathon Petroleum
MPC
$57.1B
$25.1K ﹤0.01%
+130
SIXG
460
Defiance Connective Technologies ETF
SIXG
$653M
$24.7K ﹤0.01%
400
MDT icon
461
Medtronic
MDT
$135B
$24.4K ﹤0.01%
256
-17
VSS icon
462
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.5B
$24.4K ﹤0.01%
171
DOW icon
463
Dow Inc
DOW
$16.5B
$24.2K ﹤0.01%
1,055
HWM icon
464
Howmet Aerospace
HWM
$82B
$23.9K ﹤0.01%
122
+120
AGRO icon
465
Adecoagro
AGRO
$786M
$23.9K ﹤0.01%
+3,049
TLH icon
466
iShares 10-20 Year Treasury Bond ETF
TLH
$12.7B
$23.9K ﹤0.01%
232
+151
MNMD icon
467
MindMed
MNMD
$1.15B
$23.6K ﹤0.01%
1,999
LGND icon
468
Ligand Pharmaceuticals
LGND
$4.01B
$23.6K ﹤0.01%
+133
THC icon
469
Tenet Healthcare
THC
$19.2B
$23.4K ﹤0.01%
+115
DE icon
470
Deere & Co
DE
$135B
$23.3K ﹤0.01%
51
+14
VCSH icon
471
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$23.3K ﹤0.01%
291
IP icon
472
International Paper
IP
$20.7B
$23.2K ﹤0.01%
500
IDCC icon
473
InterDigital
IDCC
$9.21B
$22.8K ﹤0.01%
+66
MCHP icon
474
Microchip Technology
MCHP
$28B
$22.7K ﹤0.01%
353
+152
ICLR icon
475
Icon
ICLR
$13.3B
$22.6K ﹤0.01%
129
-16
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19
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