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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$15.5M
3 +$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1 +$10.6M
2 +$4.25M
3 +$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EVV
551
Eaton Vance Limited Duration Income Fund
EVV
$1.08B
$16.9K ﹤0.01%
1,789
+40
QRVO icon
552
Qorvo
QRVO
$7.57B
$16.9K ﹤0.01%
218
FTXL icon
553
First Trust Nasdaq Semiconductor ETF
FTXL
$2.45B
$16.7K ﹤0.01%
113
CRSP icon
554
CRISPR Therapeutics
CRSP
$5.25B
$16.6K ﹤0.01%
350
+100
EXC icon
555
Exelon
EXC
$47.9B
$16.6K ﹤0.01%
338
+204
ED icon
556
Consolidated Edison
ED
$41B
$16.5K ﹤0.01%
146
+100
DFAE icon
557
Dimensional Emerging Core Equity Market ETF
DFAE
$9.64B
$16.5K ﹤0.01%
488
VTS icon
558
Vitesse Energy
VTS
$645M
$16.1K ﹤0.01%
888
MRVL icon
559
Marvell Technology
MRVL
$212B
$15.9K ﹤0.01%
161
+57
SPMB icon
560
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.02B
$15.9K ﹤0.01%
710
-854
NUMV icon
561
Nuveen ESG Mid-Cap Value ETF
NUMV
$445M
$15.9K ﹤0.01%
410
USMV icon
562
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
$15.8K ﹤0.01%
171
MMSI icon
563
Merit Medical Systems
MMSI
$4.38B
$15.7K ﹤0.01%
228
+80
CXT icon
564
Crane NXT
CXT
$2.92B
$15.6K ﹤0.01%
385
+117
CRDO icon
565
Credo Technology Group
CRDO
$48.1B
$15.6K ﹤0.01%
166
-5
BRCC icon
566
BRC Inc
BRCC
$138M
$15.5K ﹤0.01%
+20,000
ITGR icon
567
Integer Holdings
ITGR
$3.18B
$15.5K ﹤0.01%
176
COR icon
568
Cencora
COR
$59B
$15.4K ﹤0.01%
49
ORLY icon
569
O'Reilly Automotive
ORLY
$71.5B
$15.3K ﹤0.01%
166
+54
COWG icon
570
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.32B
$15.2K ﹤0.01%
451
+1
BCS icon
571
Barclays
BCS
$92.7B
$15.1K ﹤0.01%
714
UFPT icon
572
UFP Technologies
UFPT
$1.83B
$15.1K ﹤0.01%
78
+21
EWW icon
573
iShares MSCI Mexico ETF
EWW
$1.86B
$15K ﹤0.01%
200
NUSC icon
574
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$14.8K ﹤0.01%
329
ARLP icon
575
Alliance Resource Partners
ARLP
$3.14B
$14.7K ﹤0.01%
530