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
COMT icon
501
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.15B
$18.9K ﹤0.01%
760
+55
SHYG icon
502
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.54B
$18.9K ﹤0.01%
440
+382
APD icon
503
Air Products & Chemicals
APD
$65.7B
$18.8K ﹤0.01%
76
VV icon
504
Vanguard Large-Cap ETF
VV
$49.1B
$18.6K ﹤0.01%
+59
QRVO icon
505
Qorvo
QRVO
$7.53B
$18.4K ﹤0.01%
218
XBI icon
506
State Street SPDR S&P Biotech ETF
XBI
$8.79B
$18.3K ﹤0.01%
150
BK icon
507
Bank of New York Mellon
BK
$90.8B
$18.2K ﹤0.01%
157
+32
BCS icon
508
Barclays
BCS
$81.9B
$18.2K ﹤0.01%
714
AKAM icon
509
Akamai
AKAM
$13.3B
$18.1K ﹤0.01%
208
SHG icon
510
Shinhan Financial Group
SHG
$31.4B
$18K ﹤0.01%
335
STM icon
511
STMicroelectronics
STM
$36.2B
$17.8K ﹤0.01%
688
PJT icon
512
PJT Partners
PJT
$3.94B
$17.7K ﹤0.01%
106
+18
BMNR
513
BitMine Immersion Technologies
BMNR
$10.2B
$17.6K ﹤0.01%
650
+400
ESGE icon
514
iShares ESG Aware MSCI EM ETF
ESGE
$6.5B
$17.4K ﹤0.01%
395
SOLS
515
Solstice Advanced Materials
SOLS
$12.6B
$17.4K ﹤0.01%
+359
EVV
516
Eaton Vance Limited Duration Income Fund
EVV
$1.1B
$17.3K ﹤0.01%
1,749
+40
CALX icon
517
Calix
CALX
$3.17B
$17.3K ﹤0.01%
326
+30
VTS icon
518
Vitesse Energy
VTS
$719M
$17.1K ﹤0.01%
888
LCID icon
519
Lucid Motors
LCID
$2.69B
$17K ﹤0.01%
1,611
+880
SPEM icon
520
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$16.9K ﹤0.01%
361
+225
EFV icon
521
iShares MSCI EAFE Value ETF
EFV
$30.2B
$16.8K ﹤0.01%
235
-270
BILL icon
522
BILL Holdings
BILL
$3.89B
$16.7K ﹤0.01%
307
COR icon
523
Cencora
COR
$61.8B
$16.6K ﹤0.01%
49
FNDC icon
524
Schwab Fundamental International Small Company Index ETF
FNDC
$3.31B
$16.4K ﹤0.01%
369
DMLP icon
525
Dorchester Minerals
DMLP
$1.34B
$16.3K ﹤0.01%
729