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
EFA icon
26
iShares MSCI EAFE ETF
EFA
$72.6B
$7.94M 0.76%
85,035
+5,956
VCIT icon
27
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.4B
$7.69M 0.73%
91,413
+4,024
VOO icon
28
Vanguard S&P 500 ETF
VOO
$837B
$7.49M 0.71%
12,224
-1,983
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$3.96T
$7.07M 0.67%
+29,077
NVDA icon
30
NVIDIA
NVDA
$4.49T
$6.56M 0.63%
35,144
+4,052
AMD icon
31
Advanced Micro Devices
AMD
$331B
$6.34M 0.61%
39,198
+954
AMZN icon
32
Amazon
AMZN
$2.64T
$5.97M 0.57%
27,184
+259
V icon
33
Visa
V
$674B
$5.82M 0.56%
+17,054
NFLX icon
34
Netflix
NFLX
$379B
$5.12M 0.49%
+42,730
VNQ icon
35
Vanguard Real Estate ETF
VNQ
$33.7B
$5.12M 0.49%
55,951
-404
VWO icon
36
Vanguard FTSE Emerging Markets ETF
VWO
$107B
$4.92M 0.47%
90,865
-8,525
VTI icon
37
Vanguard Total Stock Market ETF
VTI
$578B
$4.73M 0.45%
14,418
+1,362
JPST icon
38
JPMorgan Ultra-Short Income ETF
JPST
$35.4B
$4.62M 0.44%
91,098
+8,510
META icon
39
Meta Platforms (Facebook)
META
$1.65T
$4.3M 0.41%
5,862
+144
IEMG icon
40
iShares Core MSCI Emerging Markets ETF
IEMG
$125B
$4.3M 0.41%
65,189
-1,911
EQT icon
41
EQT Corp
EQT
$31.9B
$4.09M 0.39%
75,120
-2
JPM icon
42
JPMorgan Chase
JPM
$896B
$3.95M 0.38%
+12,517
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$127B
$3.27M 0.31%
6,988
+429
AVGO icon
44
Broadcom
AVGO
$1.64T
$2.85M 0.27%
+8,653
XOM icon
45
Exxon Mobil
XOM
$526B
$2.74M 0.26%
24,279
+688
ANET icon
46
Arista Networks
ANET
$155B
$2.67M 0.25%
+18,318
SCHD icon
47
Schwab US Dividend Equity ETF
SCHD
$74.5B
$2.6M 0.25%
95,177
-394
MCO icon
48
Moody's
MCO
$94.8B
$2.58M 0.25%
5,420
-602
SCZ icon
49
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.1B
$2.55M 0.24%
33,289
+129
SUB icon
50
iShares Short-Term National Muni Bond ETF
SUB
$10.4B
$2.52M 0.24%
23,627
+18,092
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