CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$2.48M
3 +$2.37M
4
BND icon
Vanguard Total Bond Market
BND
+$2.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.07M

Top Sells

1 +$8.88M
2 +$2.5M
3 +$1.16M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
AAPL icon
Apple
AAPL
+$867K

Sector Composition

1 Healthcare 8.08%
2 Technology 7.93%
3 Financials 7.31%
4 Communication Services 3.22%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AUB icon
576
Atlantic Union Bankshares
AUB
$5.6B
$12.7K ﹤0.01%
359
+37
UFPT icon
577
UFP Technologies
UFPT
$1.66B
$12.7K ﹤0.01%
57
+15
BKGI icon
578
BNY Mellon Global Infrastructure Income ETF
BKGI
$722M
$12.6K ﹤0.01%
313
CXT icon
579
Crane NXT
CXT
$2.84B
$12.6K ﹤0.01%
268
+28
NTSX icon
580
WisdomTree US Efficient Core Fund
NTSX
$1.29B
$12.4K ﹤0.01%
227
ET icon
581
Energy Transfer Partners
ET
$64.3B
$12.4K ﹤0.01%
753
-20
O icon
582
Realty Income
O
$61.1B
$12.4K ﹤0.01%
220
+52
GRNY
583
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.16B
$12.4K ﹤0.01%
+500
ARLP icon
584
Alliance Resource Partners
ARLP
$3.41B
$12.3K ﹤0.01%
530
FSS icon
585
Federal Signal
FSS
$7.15B
$12.3K ﹤0.01%
113
+12
ARR
586
Armour Residential REIT
ARR
$2.03B
$12.2K ﹤0.01%
690
DLTR icon
587
Dollar Tree
DLTR
$25.2B
$12.2K ﹤0.01%
99
SMRT icon
588
SmartRent
SMRT
$307M
$12.1K ﹤0.01%
+6,000
TDG icon
589
TransDigm Group
TDG
$74.2B
$12K ﹤0.01%
9
TSCO icon
590
Tractor Supply
TSCO
$27B
$12K ﹤0.01%
239
+34
TLYS icon
591
Tilly's
TLYS
$43.6M
$11.9K ﹤0.01%
+6,000
BRBR icon
592
BellRing Brands
BRBR
$2.21B
$11.9K ﹤0.01%
446
ACWV icon
593
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.54B
$11.9K ﹤0.01%
100
TEAM icon
594
Atlassian
TEAM
$20.9B
$11.8K ﹤0.01%
73
+3
TROW icon
595
T. Rowe Price
TROW
$21B
$11.7K ﹤0.01%
114
+8
LMAT icon
596
LeMaitre Vascular
LMAT
$2.58B
$11.6K ﹤0.01%
143
+15
RY icon
597
Royal Bank of Canada
RY
$238B
$11.6K ﹤0.01%
68
LQD icon
598
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.9B
$11.5K ﹤0.01%
104
FTEC icon
599
Fidelity MSCI Information Technology Index ETF
FTEC
$16B
$11.4K ﹤0.01%
51
ELF icon
600
e.l.f. Beauty
ELF
$5.59B
$11.3K ﹤0.01%
148
+21