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
$707M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1 +$39.6M
2 +$21.8M
3 +$8.31M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.25M
5
AMZN icon
Amazon
AMZN
+$5.91M

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
NRG icon
576
NRG Energy
NRG
$31.7B
$2.25K ﹤0.01%
14
CORP icon
577
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.33B
$2.24K ﹤0.01%
+23
TROW icon
578
T. Rowe Price
TROW
$22.2B
$2.22K ﹤0.01%
+23
CWD icon
579
CaliberCos
CWD
$12.9M
$2.19K ﹤0.01%
+621
ECL icon
580
Ecolab
ECL
$73.2B
$2.16K ﹤0.01%
8
-151
DT icon
581
Dynatrace
DT
$14.1B
$2.15K ﹤0.01%
39
+30
VLTO icon
582
Veralto
VLTO
$24.5B
$2.12K ﹤0.01%
+21
CLF icon
583
Cleveland-Cliffs
CLF
$6.11B
$2.06K ﹤0.01%
271
+220
CRWD icon
584
CrowdStrike
CRWD
$135B
$2.04K ﹤0.01%
4
+2
HRL icon
585
Hormel Foods
HRL
$12.5B
$1.97K ﹤0.01%
+65
ECON icon
586
Columbia Emerging Markets Consumer ETF
ECON
$242M
$1.92K ﹤0.01%
80
FEZ icon
587
SPDR Euro Stoxx 50 ETF
FEZ
$4.77B
$1.91K ﹤0.01%
32
WSO icon
588
Watsco Inc
WSO
$13.9B
$1.77K ﹤0.01%
4
SO icon
589
Southern Company
SO
$99.9B
$1.75K ﹤0.01%
19
+7
PARA
590
DELISTED
Paramount Global Class B
PARA
$1.67K ﹤0.01%
130
+1
ACHR icon
591
Archer Aviation
ACHR
$5.13B
$1.63K ﹤0.01%
+150
KVUE icon
592
Kenvue
KVUE
$31.9B
$1.59K ﹤0.01%
+76
DASH icon
593
DoorDash
DASH
$89.2B
$1.48K ﹤0.01%
6
+4
EZU icon
594
iShare MSCI Eurozone ETF
EZU
$8.06B
$1.48K ﹤0.01%
25
+1
KWEB icon
595
KraneShares CSI China Internet ETF
KWEB
$8.78B
$1.44K ﹤0.01%
42
+22
IXUS icon
596
iShares Core MSCI Total International Stock ETF
IXUS
$50.6B
$1.42K ﹤0.01%
18
DEO icon
597
Diageo
DEO
$52.6B
$1.41K ﹤0.01%
+14
ARE icon
598
Alexandria Real Estate Equities
ARE
$9.04B
$1.38K ﹤0.01%
+19
VOE icon
599
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$1.38K ﹤0.01%
8
+4
CCSO icon
600
Carbon Collective Climate Solutions US Equity ETF
CCSO
$36.6M
$1.33K ﹤0.01%
59