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
DDOG icon
551
Datadog
DDOG
$55.8B
$15.2K ﹤0.01%
107
+74
NPO icon
552
Enpro
NPO
$4.73B
$15.1K ﹤0.01%
+67
CLF icon
553
Cleveland-Cliffs
CLF
$7.04B
$15.1K ﹤0.01%
1,240
+969
GRID icon
554
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$4.68B
$15.1K ﹤0.01%
100
-175
DKNG icon
555
DraftKings
DKNG
$15.8B
$15.1K ﹤0.01%
403
+395
XBI icon
556
State Street SPDR S&P Biotech ETF
XBI
$7.78B
$15K ﹤0.01%
150
INSG icon
557
Inseego
INSG
$163M
$15K ﹤0.01%
1,000
NUMG icon
558
Nuveen ESG Mid-Cap Growth ETF
NUMG
$389M
$14.9K ﹤0.01%
306
QBTS icon
559
D-Wave Quantum
QBTS
$7.91B
$14.8K ﹤0.01%
+600
BCS icon
560
Barclays
BCS
$75.4B
$14.8K ﹤0.01%
714
+122
QCOM icon
561
Qualcomm
QCOM
$175B
$14.7K ﹤0.01%
+88
IYR icon
562
iShares US Real Estate ETF
IYR
$3.89B
$14.6K ﹤0.01%
150
NUSC icon
563
Nuveen ESG Small-Cap ETF
NUSC
$1.25B
$14.5K ﹤0.01%
329
USB icon
564
US Bancorp
USB
$76B
$14.5K ﹤0.01%
300
-66
FIS icon
565
Fidelity National Information Services
FIS
$34B
$14.4K ﹤0.01%
+219
CDNS icon
566
Cadence Design Systems
CDNS
$82.7B
$14.4K ﹤0.01%
41
+31
TILE icon
567
Interface
TILE
$1.63B
$14.3K ﹤0.01%
+493
MAIN icon
568
Main Street Capital
MAIN
$5.12B
$14K ﹤0.01%
220
FREL icon
569
Fidelity MSCI Real Estate Index ETF
FREL
$1.09B
$13.7K ﹤0.01%
494
-56
EWW icon
570
iShares MSCI Mexico ETF
EWW
$2.01B
$13.6K ﹤0.01%
200
BK icon
571
Bank of New York Mellon
BK
$76.1B
$13.6K ﹤0.01%
125
-17
ABCB icon
572
Ameris Bancorp
ABCB
$5.21B
$13.6K ﹤0.01%
+185
YUMC icon
573
Yum China
YUMC
$17.3B
$13.6K ﹤0.01%
316
+116
BMRN icon
574
BioMarin Pharmaceuticals
BMRN
$10.8B
$13.5K ﹤0.01%
250
MP icon
575
MP Materials
MP
$10.3B
$13.4K ﹤0.01%
200