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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$31.2M
3 +$18.6M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.1M

Top Sells

1 +$1.21M
2 +$1.08M
3 +$1.08M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$523K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APLE icon
626
Apple Hospitality REIT
APLE
$2.84B
$10.1K ﹤0.01%
845
+155
VEEV icon
627
Veeva Systems
VEEV
$39.4B
$10.1K ﹤0.01%
34
+7
NOW icon
628
ServiceNow
NOW
$171B
$10.1K ﹤0.01%
+11
AJG icon
629
Arthur J. Gallagher & Co
AJG
$64.3B
$10.1K ﹤0.01%
33
-6
SCM icon
630
Stellus Capital Investment Corp
SCM
$347M
$10.1K ﹤0.01%
770
+19
RY icon
631
Royal Bank of Canada
RY
$215B
$10K ﹤0.01%
+68
HUBB icon
632
Hubbell
HUBB
$22.8B
$9.9K ﹤0.01%
+23
J icon
633
Jacobs Solutions
J
$15.9B
$9.89K ﹤0.01%
66
-5
NEM icon
634
Newmont
NEM
$94.1B
$9.87K ﹤0.01%
117
+30
QTUM icon
635
Defiance Quantum ETF
QTUM
$2.92B
$9.86K ﹤0.01%
94
+1
FTV icon
636
Fortive
FTV
$16.9B
$9.8K ﹤0.01%
200
BIPC icon
637
Brookfield Infrastructure
BIPC
$5.33B
$9.75K ﹤0.01%
237
CSW
638
CSW Industrials
CSW
$4.51B
$9.71K ﹤0.01%
+40
IJT icon
639
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.36B
$9.62K ﹤0.01%
68
LDUR icon
640
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1B
$9.62K ﹤0.01%
100
-947
KHC icon
641
Kraft Heinz
KHC
$30.1B
$9.53K ﹤0.01%
366
-297
SCHV icon
642
Schwab US Large-Cap Value ETF
SCHV
$13.9B
$9.52K ﹤0.01%
327
+2
CRDO icon
643
Credo Technology Group
CRDO
$26.7B
$9.46K ﹤0.01%
+65
KNF icon
644
Knife River
KNF
$4.23B
$9.38K ﹤0.01%
+122
KNSL icon
645
Kinsale Capital Group
KNSL
$8.99B
$9.36K ﹤0.01%
22
MELI icon
646
Mercado Libre
MELI
$104B
$9.35K ﹤0.01%
+4
DLTR icon
647
Dollar Tree
DLTR
$21.6B
$9.34K ﹤0.01%
+99
PBH icon
648
Prestige Consumer Healthcare
PBH
$2.84B
$9.3K ﹤0.01%
+149
AME icon
649
Ametek
AME
$45.4B
$9.21K ﹤0.01%
+49
MPWR icon
650
Monolithic Power Systems
MPWR
$43.5B
$9.21K ﹤0.01%
+10