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
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$3.79T
$8.77M 0.78%
28,015
-1,062
AMD icon
27
Advanced Micro Devices
AMD
$344B
$8.37M 0.74%
39,103
-95
EFA icon
28
iShares MSCI EAFE ETF
EFA
$78B
$8.16M 0.72%
85,022
-13
VCIT icon
29
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.8B
$7.79M 0.69%
92,980
+1,567
VOO icon
30
Vanguard S&P 500 ETF
VOO
$864B
$7.26M 0.64%
11,582
-642
NVDA icon
31
NVIDIA
NVDA
$4.75T
$6.58M 0.58%
35,302
+158
V icon
32
Visa
V
$602B
$6.01M 0.53%
17,143
+89
AMZN icon
33
Amazon
AMZN
$2.26T
$5.98M 0.53%
25,897
-1,287
VNQ icon
34
Vanguard Real Estate ETF
VNQ
$36.5B
$5.32M 0.47%
60,147
+4,196
VWO icon
35
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$5.13M 0.45%
95,472
+4,607
VTI icon
36
Vanguard Total Stock Market ETF
VTI
$588B
$4.83M 0.43%
14,415
-3
IEMG icon
37
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$4.57M 0.41%
68,052
+2,863
JPM icon
38
JPMorgan Chase
JPM
$818B
$4.06M 0.36%
12,603
+86
EQT icon
39
EQT Corp
EQT
$37.1B
$4.03M 0.36%
75,122
+2
NFLX icon
40
Netflix
NFLX
$349B
$4.02M 0.36%
42,899
+169
META icon
41
Meta Platforms (Facebook)
META
$1.65T
$3.89M 0.34%
5,888
+26
JPST icon
42
JPMorgan Ultra-Short Income ETF
JPST
$37.2B
$3.45M 0.31%
68,160
-22,938
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$119B
$3.23M 0.29%
6,823
-165
SCZ icon
44
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.4B
$2.87M 0.25%
37,072
+3,783
XOM icon
45
Exxon Mobil
XOM
$623B
$2.78M 0.25%
23,110
-1,169
RGLD icon
46
Royal Gold
RGLD
$24.3B
$2.78M 0.25%
+12,484
SCHD icon
47
Schwab US Dividend Equity ETF
SCHD
$84.6B
$2.67M 0.24%
97,242
+2,065
MCO icon
48
Moody's
MCO
$82.7B
$2.61M 0.23%
5,108
-312
SUB icon
49
iShares Short-Term National Muni Bond ETF
SUB
$10.9B
$2.5M 0.22%
23,393
-234
ANET icon
50
Arista Networks
ANET
$167B
$2.4M 0.21%
18,336
+18
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