CA
Crewe Advisors Portfolio holdings
AUM
$707M
1-Year Return
14.7%
This Quarter Return
-0.03%
1 Year Return
+14.7%
3 Year Return
+67.44%
5 Year Return
+91.49%
10 Year Return
–
AUM
$725M
AUM Growth
-$137M
(-16%)
Cap. Flow
-$122M
Cap. Flow
% of AUM
-16.76%
Top 10 Holdings %
Top 10 Hldgs %
58.89%
Holding
818
New
105
Increased
85
Reduced
237
Closed
172
Top Buys
| 1 |
NVIDIA
NVDA
|
+$26.5M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$20.2M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
+$15.9M |
| 4 |
PACS Group
PACS
|
+$14.6M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$9.47M |
Top Sells
| 1 |
The Ensign Group
ENSG
|
+$145M |
| 2 |
Vanguard Total Bond Market
BND
|
+$35.1M |
| 3 |
Pennant Group
PNTG
|
+$19.3M |
| 4 |
Tesla
TSLA
|
+$2.44M |
| 5 |
Capital Group Core Equity ETF
CGUS
|
+$2.13M |
Sector Composition
| 1 | Financials | 8.29% |
| 2 | Technology | 5.05% |
| 3 | Consumer Discretionary | 3.18% |
| 4 | Healthcare | 3.1% |
| 5 | Industrials | 1.23% |
