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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$31.2M
3 +$18.6M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.1M

Top Sells

1 +$1.21M
2 +$1.08M
3 +$1.08M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$523K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EVV
526
Eaton Vance Limited Duration Income Fund
EVV
$1.17B
$17.3K ﹤0.01%
1,709
+37
NVMI icon
527
Nova
NVMI
$8.93B
$17.3K ﹤0.01%
+54
ESGE icon
528
iShares ESG Aware MSCI EM ETF
ESGE
$5.5B
$17.2K ﹤0.01%
395
SHG icon
529
Shinhan Financial Group
SHG
$25.9B
$16.9K ﹤0.01%
+335
ELF icon
530
e.l.f. Beauty
ELF
$4.3B
$16.8K ﹤0.01%
+127
PRGO icon
531
Perrigo
PRGO
$1.78B
$16.4K ﹤0.01%
738
FNDC icon
532
Schwab Fundamental International Small Company Index ETF
FNDC
$2.96B
$16.4K ﹤0.01%
369
COWG icon
533
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.43B
$16.3K ﹤0.01%
+450
BILL icon
534
BILL Holdings
BILL
$4.96B
$16.3K ﹤0.01%
307
USMV icon
535
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$16.2K ﹤0.01%
171
BRBR icon
536
BellRing Brands
BRBR
$3.63B
$16.2K ﹤0.01%
+446
CRSP icon
537
CRISPR Therapeutics
CRSP
$5.11B
$16.2K ﹤0.01%
+250
MMC icon
538
Marsh & McLennan
MMC
$89.2B
$16.1K ﹤0.01%
80
CXT icon
539
Crane NXT
CXT
$3.24B
$16.1K ﹤0.01%
+240
ROP icon
540
Roper Technologies
ROP
$48.1B
$16K ﹤0.01%
+32
OLLI icon
541
Ollie's Bargain Outlet
OLLI
$7.57B
$15.8K ﹤0.01%
+123
AKAM icon
542
Akamai
AKAM
$13.1B
$15.8K ﹤0.01%
208
+33
WMB icon
543
Williams Companies
WMB
$72.5B
$15.7K ﹤0.01%
+248
LRCX icon
544
Lam Research
LRCX
$191B
$15.7K ﹤0.01%
117
-69
PJT icon
545
PJT Partners
PJT
$4.14B
$15.6K ﹤0.01%
+88
PSA icon
546
Public Storage
PSA
$47.8B
$15.6K ﹤0.01%
54
-3
NUMV icon
547
Nuveen ESG Mid-Cap Value ETF
NUMV
$408M
$15.5K ﹤0.01%
401
MSTR icon
548
Strategy Inc
MSTR
$49.5B
$15.5K ﹤0.01%
48
-2
DFAE icon
549
Dimensional Emerging Core Equity Market ETF
DFAE
$7.08B
$15.4K ﹤0.01%
488
-78
COR icon
550
Cencora
COR
$72.7B
$15.3K ﹤0.01%
+49