CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1 +$9.63M
2 +$8.95M
3 +$2.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.1M

Top Sells

1 +$7.59M
2 +$5.27M
3 +$4.56M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.95M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$872K

Sector Composition

1 Financials 8.55%
2 Technology 4.36%
3 Healthcare 2.88%
4 Consumer Discretionary 2.35%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPEM icon
476
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$5.36K ﹤0.01%
136
OIH icon
477
VanEck Oil Services ETF
OIH
$1.04B
$5.24K ﹤0.01%
20
XSD icon
478
State Street SPDR S&P Semiconductor ETF
XSD
$1.63B
$5.22K ﹤0.01%
+26
KOMP icon
479
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.56B
$5.16K ﹤0.01%
111
ARGT icon
480
Global X MSCI Argentina ETF
ARGT
$836M
$5.09K ﹤0.01%
63
LRCX icon
481
Lam Research
LRCX
$204B
$5.09K ﹤0.01%
70
SLYG icon
482
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.54B
$5.06K ﹤0.01%
61
VEU icon
483
Vanguard FTSE All-World ex-US ETF
VEU
$51.1B
$5.04K ﹤0.01%
83
+73
MP icon
484
MP Materials
MP
$9.2B
$4.88K ﹤0.01%
200
MDYV icon
485
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.42B
$4.86K ﹤0.01%
63
O icon
486
Realty Income
O
$51.8B
$4.85K ﹤0.01%
84
+64
TEM
487
Tempus AI
TEM
$12.8B
$4.82K ﹤0.01%
+100
VIGI icon
488
Vanguard International Dividend Appreciation ETF
VIGI
$8.48B
$4.73K ﹤0.01%
57
LH icon
489
Labcorp
LH
$20.4B
$4.66K ﹤0.01%
+20
ONON icon
490
On Holding
ONON
$11.6B
$4.39K ﹤0.01%
100
BATRA icon
491
Atlanta Braves Holdings Series A
BATRA
$2.64B
$4.39K ﹤0.01%
100
PCAR icon
492
PACCAR
PCAR
$51.6B
$4.38K ﹤0.01%
45
+42
WISE icon
493
Themes Generative Artificial Intelligence ETF
WISE
$37.9M
$4.33K ﹤0.01%
141
+4
DFS
494
DELISTED
Discover Financial Services
DFS
$4.27K ﹤0.01%
25
HR icon
495
Healthcare Realty
HR
$6.3B
$4.22K ﹤0.01%
250
NEM icon
496
Newmont
NEM
$90.1B
$4.2K ﹤0.01%
87
+7
EQIX icon
497
Equinix
EQIX
$80.4B
$4.08K ﹤0.01%
5
CACI icon
498
CACI
CACI
$12.9B
$4.04K ﹤0.01%
11
PSEC icon
499
Prospect Capital
PSEC
$1.19B
$4.01K ﹤0.01%
+979
URNJ icon
500
Sprott Junior Uranium Miners ETF
URNJ
$365M
$3.98K ﹤0.01%
277
+7