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
VGK icon
476
Vanguard FTSE Europe ETF
VGK
$30.3B
$22.6K ﹤0.01%
283
-489
HSY icon
477
Hershey
HSY
$39.2B
$22.4K ﹤0.01%
120
HAS icon
478
Hasbro
HAS
$12.2B
$22.3K ﹤0.01%
+294
JBBB icon
479
Janus Henderson B-BBB CLO ETF
JBBB
$1.17B
$22K ﹤0.01%
+456
SLV icon
480
iShares Silver Trust
SLV
$44.1B
$21.9K ﹤0.01%
516
KOMP icon
481
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.62B
$21.9K ﹤0.01%
351
NLR icon
482
VanEck Uranium + Nuclear Energy ETF
NLR
$4.27B
$21.6K ﹤0.01%
+159
SVOL icon
483
Simplify Volatility Premium ETF
SVOL
$638M
$21.5K ﹤0.01%
1,193
+7
PHO icon
484
Invesco Water Resources ETF
PHO
$2.17B
$21.3K ﹤0.01%
296
SCHC icon
485
Schwab International Small-Cap Equity ETF
SCHC
$5.21B
$21.3K ﹤0.01%
467
BOOT icon
486
Boot Barn
BOOT
$6.11B
$21.2K ﹤0.01%
+128
SPYX icon
487
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.55B
$21.2K ﹤0.01%
386
+1
APD icon
488
Air Products & Chemicals
APD
$59.4B
$20.7K ﹤0.01%
76
VLUE icon
489
iShares MSCI USA Value Factor ETF
VLUE
$9.74B
$20.6K ﹤0.01%
165
VTS icon
490
Vitesse Energy
VTS
$754M
$20.6K ﹤0.01%
888
TPYP icon
491
Tortoise North American Pipeline Fund
TPYP
$692M
$20.4K ﹤0.01%
561
PRIM icon
492
Primoris Services
PRIM
$7.25B
$20.3K ﹤0.01%
+148
SUSC icon
493
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.32B
$20.3K ﹤0.01%
861
SPMD icon
494
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.8B
$20.1K ﹤0.01%
352
ESGD icon
495
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
$20.1K ﹤0.01%
216
SLB icon
496
SLB Ltd
SLB
$67.5B
$20.1K ﹤0.01%
584
KKR icon
497
KKR & Co
KKR
$119B
$19.9K ﹤0.01%
+153
QRVO icon
498
Qorvo
QRVO
$7.43B
$19.9K ﹤0.01%
218
+43
SCHA icon
499
Schwab U.S Small- Cap ETF
SCHA
$20.4B
$19.8K ﹤0.01%
708
MRCC icon
500
Monroe Capital Corp
MRCC
$141M
$19.7K ﹤0.01%
2,800