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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1 +$39.6M
2 +$21.8M
3 +$8.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.25M
5
AMZN icon
Amazon
AMZN
+$5.91M

Sector Composition

1 Financials 8.07%
2 Technology 5.48%
3 Consumer Discretionary 3.62%
4 Healthcare 2.8%
5 Energy 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MVPA icon
476
Miller Value Partners Appreciation ETF
MVPA
$64M
$8.71K ﹤0.01%
252
ELV icon
477
Elevance Health
ELV
$72.4B
$8.56K ﹤0.01%
22
-3
QTUM icon
478
Defiance Quantum ETF
QTUM
$2.43B
$8.54K ﹤0.01%
93
+1
K icon
479
Kellanova
K
$29B
$8.43K ﹤0.01%
106
INSG icon
480
Inseego
INSG
$173M
$8.24K ﹤0.01%
1,000
TLH icon
481
iShares 10-20 Year Treasury Bond ETF
TLH
$12.3B
$8.23K ﹤0.01%
+81
APLE icon
482
Apple Hospitality REIT
APLE
$2.78B
$8.05K ﹤0.01%
690
+416
HAUZ icon
483
Xtrackers International Real Estate ETF
HAUZ
$898M
$8.03K ﹤0.01%
+351
CYBN
484
Cybin
CYBN
$296M
$8.02K ﹤0.01%
956
EPR icon
485
EPR Properties
EPR
$3.9B
$7.98K ﹤0.01%
137
+81
BITB icon
486
Bitwise Bitcoin ETF
BITB
$3.62B
$7.97K ﹤0.01%
+136
VEEV icon
487
Veeva Systems
VEEV
$48.1B
$7.78K ﹤0.01%
27
+2
MDYG icon
488
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.39B
$7.64K ﹤0.01%
88
JQUA icon
489
JPMorgan US Quality Factor ETF
JQUA
$7.66B
$7.63K ﹤0.01%
127
NANR icon
490
SPDR S&P North American Natural Resources ETF
NANR
$682M
$7.59K ﹤0.01%
+134
DGRW icon
491
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$7.54K ﹤0.01%
90
PSEC icon
492
Prospect Capital
PSEC
$1.3B
$7.51K ﹤0.01%
2,362
+1,383
STAG icon
493
STAG Industrial
STAG
$7.18B
$7.47K ﹤0.01%
206
+125
BOND icon
494
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.91B
$7.47K ﹤0.01%
+81
SPAB icon
495
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.62B
$7.37K ﹤0.01%
+288
LTC
496
LTC Properties
LTC
$1.72B
$7.37K ﹤0.01%
213
+130
IPO icon
497
Renaissance IPO ETF
IPO
$159M
$7.33K ﹤0.01%
163
FSK icon
498
FS KKR Capital
FSK
$4.37B
$7.33K ﹤0.01%
353
+222
ARCC icon
499
Ares Capital
ARCC
$14.5B
$7.31K ﹤0.01%
333
+202
GBDC icon
500
Golub Capital BDC
GBDC
$3.69B
$7.25K ﹤0.01%
495
+295