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
HEFA icon
526
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.76B
$5.35K ﹤0.01%
+141
ARGT icon
527
Global X MSCI Argentina ETF
ARGT
$849M
$5.34K ﹤0.01%
63
CACI icon
528
CACI
CACI
$13B
$5.24K ﹤0.01%
11
WISE icon
529
Themes Generative Artificial Intelligence ETF
WISE
$36M
$5.24K ﹤0.01%
145
+4
DEI icon
530
Douglas Emmett
DEI
$1.99B
$5.22K ﹤0.01%
347
ONON icon
531
On Holding
ONON
$14B
$5.21K ﹤0.01%
100
VIGI icon
532
Vanguard International Dividend Appreciation ETF
VIGI
$8.62B
$5.14K ﹤0.01%
57
TTWO icon
533
Take-Two Interactive
TTWO
$43.4B
$5.1K ﹤0.01%
21
+3
NEM icon
534
Newmont
NEM
$95.8B
$5.07K ﹤0.01%
87
AIQ icon
535
Global X Artificial Intelligence & Technology ETF
AIQ
$5.42B
$5.03K ﹤0.01%
115
+15
MDYV icon
536
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.4B
$5K ﹤0.01%
63
BATRA icon
537
Atlanta Braves Holdings Series A
BATRA
$2.68B
$4.92K ﹤0.01%
100
CMG icon
538
Chipotle Mexican Grill
CMG
$41.7B
$4.89K ﹤0.01%
87
+66
OIH icon
539
VanEck Oil Services ETF
OIH
$1.05B
$4.61K ﹤0.01%
20
AOR icon
540
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.84B
$4.5K ﹤0.01%
+73
DDOG icon
541
Datadog
DDOG
$64.9B
$4.43K ﹤0.01%
33
+5
SCHI icon
542
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.15B
$4.37K ﹤0.01%
+192
SOFI icon
543
SoFi Technologies
SOFI
$33.5B
$4.33K ﹤0.01%
238
+20
NGG icon
544
National Grid
NGG
$76.8B
$4.02K ﹤0.01%
+54
EQIX icon
545
Equinix
EQIX
$77.1B
$3.98K ﹤0.01%
5
HR icon
546
Healthcare Realty
HR
$6.39B
$3.96K ﹤0.01%
250
CTSH icon
547
Cognizant
CTSH
$35B
$3.9K ﹤0.01%
50
-20
MUNI icon
548
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.24B
$3.8K ﹤0.01%
+74
DAR icon
549
Darling Ingredients
DAR
$5.5B
$3.79K ﹤0.01%
100
MRVL icon
550
Marvell Technology
MRVL
$74.5B
$3.64K ﹤0.01%
47
+12