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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
+6.64%
1 Year Est. Return
+29.21%
3 Year Est. Return
+76.62%
5 Year Est. Return
+70.17%
10 Year Est. Return
–
AUM
$707M
AUM Growth
-$4.71M
(-0.66%)
Cap. Flow
-$48.6M
Cap. Flow
% of AUM
-6.88%
Top 10 Holdings %
Top 10 Hldgs %
53.79%
Holding
842
New
126
Increased
192
Reduced
134
Closed
95
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$39.1M |
| 2 |
Apple
AAPL
|
+$21.5M |
| 3 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$8.01M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.1M |
| 5 |
Amazon
AMZN
|
+$5.33M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$104M |
| 2 |
NVIDIA
NVDA
|
+$21.2M |
| 3 |
WCN
Waste Connections
WCN
|
+$4.53M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$3.05M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$3.02M |
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 | |
|---|---|---|---|---|---|---|
551
Warner Bros
WBD
$68.9B
| $3.59K | ﹤0.01% |
313
| – | – |
|
552
Invitation Homes
INVH
$18B
| $3.53K | ﹤0.01% |
+108
| New | +$3.63K |
|
|
NNE
553
Nano Nuclear Energy
NNE
$945M
| $3.45K | ﹤0.01% |
+100
| New | +$2.75K |
|
554
Norwegian Cruise Line
NCLH
$8.93B
| $3.39K | ﹤0.01% |
167
+100
| +149% | +$1.79K |
|
555
Sanofi
SNY
$103B
| $3.33K | ﹤0.01% |
69
+47
| +214% | +$2.4K |
|
|
RAL
556
Ralliant Corp
RAL
$7.56B
| $3.2K | ﹤0.01% |
+66
| New | +$3.25K |
|
557
Target
TGT
$60.9B
| $3.16K | ﹤0.01% |
32
-36
| -53% | -$3.46K |
|
558
Halliburton
HAL
$29.6B
| $3.08K | ﹤0.01% |
+151
| New | +$3.17K |
|
559
Cadence Design Systems
CDNS
$104B
| $3.08K | ﹤0.01% |
10
+8
| +400% | +$2.33K |
|
560
Xcel Energy
XEL
$50B
| $3.06K | ﹤0.01% |
+45
| New | +$3.12K |
|
561
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
| $3.02K | ﹤0.01% |
70
| – | – |
|
562
Onto Innovation
ONTO
$15.9B
| $2.93K | ﹤0.01% |
29
| – | – |
|
563
British American Tobacco
BTI
$126B
| $2.89K | ﹤0.01% |
61
+28
| +85% | +$1.24K |
|
564
Invesco Aerospace & Defense ETF
PPA
$8.1B
| $2.83K | ﹤0.01% |
20
| – | – |
|
565
Estee Lauder
EL
$29.3B
| $2.79K | ﹤0.01% |
35
-55
| -61% | -$3.54K |
|
566
Wendy's
WEN
$1.41B
| $2.67K | ﹤0.01% |
234
+3
| +1% | +$37 |
|
|
EVTV
567
DELISTED
Azio AI Holdings
EVTV
| $2.63K | ﹤0.01% |
1,470
| – | – |
|
568
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.33B
| $2.57K | ﹤0.01% |
154
-47
| -23% | -$768 |
|
569
Arbor Realty Trust
ABR
$962M
| $2.54K | ﹤0.01% |
+237
| New | +$2.5K |
|
|
SCHR
570
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
| $2.48K | ﹤0.01% |
+99
| New | +$2.45K |
|
571
PayPal
PYPL
$41.8B
| $2.45K | ﹤0.01% |
33
-498
| -94% | -$34.1K |
|
572
PACCAR
PCAR
$65.2B
| $2.38K | ﹤0.01% |
25
-20
| -44% | -$1.85K |
|
573
American Airlines Group
AAL
$10.4B
| $2.36K | ﹤0.01% |
210
| – | – |
|
574
Huntington Bancshares
HBAN
$36.2B
| $2.3K | ﹤0.01% |
+137
| New | +$2.07K |
|
575
TC Energy
TRP
$71.4B
| $2.29K | ﹤0.01% |
+47
| New | +$2.31K |
|
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