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

Top Sells

1
+$104M
2
+$26.6M
3
+$4.39M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.11M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.03M

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
SPYI icon
601
NEOS S&P 500 High Income ETF
SPYI
$5.34B
$1.26K ﹤0.01%
25
ITT icon
602
ITT
ITT
$14.4B
$1.25K ﹤0.01%
8
BABA icon
603
Alibaba
BABA
$367B
$1.25K ﹤0.01%
11
-2
TMUS icon
604
T-Mobile US
TMUS
$242B
$1.19K ﹤0.01%
+5
GTLB icon
605
GitLab
GTLB
$7.39B
$1.17K ﹤0.01%
26
+6
NANC icon
606
Unusual Whales Subversive Democratic Trading ETF
NANC
$255M
$1.13K ﹤0.01%
27
GOP
607
Unusual Whales Subversive Republican Trading ETF
GOP
$57.8M
$1.08K ﹤0.01%
32
CM icon
608
Canadian Imperial Bank of Commerce
CM
$81B
$1.06K ﹤0.01%
+15
LYB icon
609
LyondellBasell Industries
LYB
$14.6B
$1.04K ﹤0.01%
+18
SNPS icon
610
Synopsys
SNPS
$72.4B
$1.03K ﹤0.01%
2
-1
AMCR icon
611
Amcor
AMCR
$19.6B
$1.01K ﹤0.01%
+110
VGLT icon
612
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$1.01K ﹤0.01%
+18
XLRE icon
613
Real Estate Select Sector SPDR Fund
XLRE
$7.64B
$995 ﹤0.01%
24
-58
XIFR
614
XPLR Infrastructure LP
XIFR
$882M
$984 ﹤0.01%
+120
DJT icon
615
Trump Media & Technology Group
DJT
$3.1B
$975 ﹤0.01%
54
OXY.WS icon
616
Occidental Petroleum Corp Warrants
OXY.WS
$19.5B
$974 ﹤0.01%
47
ALC icon
617
Alcon
ALC
$38.1B
$972 ﹤0.01%
11
NIXT
618
Research Affiliates Deletions ETF
NIXT
$33.6M
$928 ﹤0.01%
38
ADP icon
619
Automatic Data Processing
ADP
$102B
$926 ﹤0.01%
+3
CDE icon
620
Coeur Mining
CDE
$9.51B
$886 ﹤0.01%
100
KD icon
621
Kyndryl
KD
$5.88B
$882 ﹤0.01%
21
SPYD icon
622
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.2B
$857 ﹤0.01%
20
ERIC icon
623
Ericsson
ERIC
$32.4B
$848 ﹤0.01%
+100
NICE icon
624
Nice
NICE
$8.24B
$845 ﹤0.01%
5
IDV icon
625
iShares International Select Dividend ETF
IDV
$6.15B
$836 ﹤0.01%
24
+2
23 24
25
26 27