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
MRNA icon
476
Moderna
MRNA
$21.2B
$21.4K ﹤0.01%
726
WIX icon
477
WIX.com
WIX
$4.09B
$21.3K ﹤0.01%
205
SCHC icon
478
Schwab International Small-Cap Equity ETF
SCHC
$5.55B
$21.3K ﹤0.01%
467
KOMP icon
479
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.58B
$21K ﹤0.01%
351
SVOL icon
480
Simplify Volatility Premium ETF
SVOL
$604M
$20.9K ﹤0.01%
1,193
SPTL icon
481
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$20.8K ﹤0.01%
786
+515
MNST icon
482
Monster Beverage
MNST
$72.3B
$20.6K ﹤0.01%
269
+4
RMBS icon
483
Rambus
RMBS
$12.9B
$20.6K ﹤0.01%
224
+44
KKR icon
484
KKR & Co
KKR
$92.3B
$20.6K ﹤0.01%
161
+8
ESGD icon
485
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.4B
$20.5K ﹤0.01%
216
PRIM icon
486
Primoris Services
PRIM
$8.77B
$20.4K ﹤0.01%
164
+16
SYY icon
487
Sysco
SYY
$35.6B
$20.3K ﹤0.01%
275
-1,150
IP icon
488
International Paper
IP
$19.4B
$20.2K ﹤0.01%
514
+14
NLR icon
489
VanEck Uranium + Nuclear Energy ETF
NLR
$5.06B
$20.2K ﹤0.01%
163
+4
SCHA icon
490
Schwab U.S Small- Cap ETF
SCHA
$21.4B
$20.2K ﹤0.01%
708
SUSC icon
491
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.4B
$20.1K ﹤0.01%
861
QCOM icon
492
Qualcomm
QCOM
$143B
$20K ﹤0.01%
117
+29
DLS icon
493
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$19.8K ﹤0.01%
245
TPYP icon
494
Tortoise North American Pipeline ETF
TPYP
$881M
$19.8K ﹤0.01%
561
NVMI icon
495
Nova
NVMI
$16.2B
$19.7K ﹤0.01%
60
+6
PGR icon
496
Progressive
PGR
$117B
$19.6K ﹤0.01%
86
+12
PWR icon
497
Quanta Services
PWR
$87.8B
$19.4K ﹤0.01%
46
+3
FNDA icon
498
Schwab Fundamental US Small Company Index ETF
FNDA
$9.89B
$19.3K ﹤0.01%
613
SOLV icon
499
Solventum
SOLV
$12B
$19.3K ﹤0.01%
243
CMG icon
500
Chipotle Mexican Grill
CMG
$46B
$19.2K ﹤0.01%
520
+50