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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
Cap. Flow
-$48.6M
Cap. Flow %
-6.88%
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95

Top Buys

1
BND icon
Vanguard Total Bond Market
BND
+$39.1M
2
AAPL icon
Apple
AAPL
+$21.5M
3
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$8.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.1M
5
AMZN icon
Amazon
AMZN
+$5.33M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$104M
2
NVDA icon
NVIDIA
NVDA
+$21.2M
3
WCN
Waste Connections
WCN
+$4.53M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.05M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.02M

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
$69M
$8.71K ﹤0.01%
252
– –
ELV icon
477
Elevance Health
ELV
$92.7B
$8.56K ﹤0.01%
22
-3
-12% -$1.21K
QTUM icon
478
Defiance Quantum ETF
QTUM
$5.66B
$8.54K ﹤0.01%
93
+1
+1% +$81
K
479
DELISTED
Kellanova
K
$8.43K ﹤0.01%
106
– –
INSG icon
480
Inseego
INSG
$130M
$8.24K ﹤0.01%
1,000
– –
TLH icon
481
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$8.23K ﹤0.01%
+81
New +$8.13K
APLE icon
482
Apple Hospitality REIT
APLE
$3.94B
$8.05K ﹤0.01%
690
+416
+152% +$4.88K
HAUZ icon
483
Xtrackers International Real Estate ETF
HAUZ
$1.04B
$8.03K ﹤0.01%
+351
New +$7.62K
HELP
484
Cybin Inc
HELP
$414M
$8.02K ﹤0.01%
956
– –
EPR icon
485
EPR Properties
EPR
$4.56B
$7.98K ﹤0.01%
137
+81
+145% +$4.27K
BITB icon
486
Bitwise Bitcoin ETF
BITB
$2.48B
$7.97K ﹤0.01%
+136
New +$7.3K
VEEV icon
487
Veeva Systems
VEEV
$31.4B
$7.78K ﹤0.01%
27
+2
+8% +$496
MDYG icon
488
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.83B
$7.64K ﹤0.01%
88
– –
JQUA icon
489
JPMorgan US Quality Factor ETF
JQUA
$8.18B
$7.63K ﹤0.01%
127
– –
NANR icon
490
State Street SPDR S&P North American Natural Resources ETF
NANR
$727M
$7.59K ﹤0.01%
+134
New +$7.23K
DGRW icon
491
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$7.54K ﹤0.01%
90
– –
PSEC icon
492
Prospect Capital
PSEC
$1.14B
$7.51K ﹤0.01%
2,362
+1,383
+141% +$4.81K
STAG icon
493
STAG Industrial
STAG
$7.52B
$7.47K ﹤0.01%
206
+125
+154% +$4.32K
BOND icon
494
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.27B
$7.47K ﹤0.01%
+81
New +$7.37K
SPAB icon
495
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.59B
$7.37K ﹤0.01%
+288
New +$7.28K
LTC
496
LTC Properties
LTC
$2.05B
$7.37K ﹤0.01%
213
+130
+157% +$4.57K
IPO icon
497
Renaissance IPO ETF
IPO
$166M
$7.33K ﹤0.01%
163
– –
FSK icon
498
FS KKR Capital
FSK
$3.02B
$7.33K ﹤0.01%
353
+222
+169% +$4.52K
ARCC icon
499
Ares Capital
ARCC
$13.5B
$7.31K ﹤0.01%
333
+202
+154% +$4.3K
GBDC icon
500
Golub Capital BDC
GBDC
$3.39B
$7.25K ﹤0.01%
495
+295
+148% +$4.29K
18 19
20
21 22

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