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
USMV icon
526
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$16.1K ﹤0.01%
171
NPO icon
527
Enpro
NPO
$5.54B
$16.1K ﹤0.01%
75
+8
NUMV icon
528
Nuveen ESG Mid-Cap Value ETF
NUMV
$420M
$16K ﹤0.01%
410
+9
YETI icon
529
Yeti Holdings
YETI
$2.82B
$15.9K ﹤0.01%
361
+28
CDNS icon
530
Cadence Design Systems
CDNS
$83.8B
$15.9K ﹤0.01%
51
+10
CLF icon
531
Cleveland-Cliffs
CLF
$5.51B
$15.9K ﹤0.01%
1,200
-40
LGIH icon
532
LGI Homes
LGIH
$919M
$15.9K ﹤0.01%
370
DFAE icon
533
Dimensional Emerging Core Equity Market ETF
DFAE
$8.75B
$15.9K ﹤0.01%
488
COWG icon
534
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.14B
$15.9K ﹤0.01%
450
QBTS icon
535
D-Wave Quantum
QBTS
$7.49B
$15.7K ﹤0.01%
600
OXY icon
536
Occidental Petroleum
OXY
$55.8B
$15.7K ﹤0.01%
381
NRDY icon
537
Nerdy
NRDY
$125M
$15.6K ﹤0.01%
+15,000
TILE icon
538
Interface
TILE
$1.6B
$15.3K ﹤0.01%
548
+55
OLLI icon
539
Ollie's Bargain Outlet
OLLI
$5.84B
$15.2K ﹤0.01%
139
+16
ABCB icon
540
Ameris Bancorp
ABCB
$5.65B
$15.2K ﹤0.01%
205
+20
DDOG icon
541
Datadog
DDOG
$42.3B
$15.1K ﹤0.01%
111
+4
FIS icon
542
Fidelity National Information Services
FIS
$25.2B
$15.1K ﹤0.01%
227
+8
YUMC icon
543
Yum China
YUMC
$17.5B
$15.1K ﹤0.01%
316
JBTM
544
JBT Marel
JBTM
$6.74B
$15.1K ﹤0.01%
100
+10
MAR icon
545
Marriott International
MAR
$96.2B
$14.9K ﹤0.01%
48
+4
BMRN icon
546
BioMarin Pharmaceuticals
BMRN
$10.7B
$14.9K ﹤0.01%
250
NUSC icon
547
Nuveen ESG Small-Cap ETF
NUSC
$1.26B
$14.7K ﹤0.01%
329
CVLT icon
548
Commault Systems
CVLT
$4.09B
$14.7K ﹤0.01%
117
+20
FTXL icon
549
First Trust Nasdaq Semiconductor ETF
FTXL
$1.82B
$14.6K ﹤0.01%
113
NUMG icon
550
Nuveen ESG Mid-Cap Growth ETF
NUMG
$344M
$14.6K ﹤0.01%
306