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
DAPP icon
651
VanEck Digital Transformation ETF
DAPP
$289M
$9.07K ﹤0.01%
417
CHDN icon
652
Churchill Downs
CHDN
$7.51B
$9.02K ﹤0.01%
+93
RSG icon
653
Republic Services
RSG
$67.2B
$8.95K ﹤0.01%
39
+38
MVPA icon
654
Miller Value Partners Appreciation ETF
MVPA
$65.7M
$8.76K ﹤0.01%
252
NANR icon
655
SPDR S&P North American Natural Resources ETF
NANR
$727M
$8.66K ﹤0.01%
134
VCEL icon
656
Vericel Corp
VCEL
$2.15B
$8.62K ﹤0.01%
+274
CNS icon
657
Cohen & Steers
CNS
$3.2B
$8.46K ﹤0.01%
+129
CHT icon
658
Chunghwa Telecom
CHT
$32.4B
$8.46K ﹤0.01%
+194
BITB icon
659
Bitwise Bitcoin ETF
BITB
$3.35B
$8.46K ﹤0.01%
136
PSX icon
660
Phillips 66
PSX
$54B
$8.43K ﹤0.01%
62
+17
UFPT icon
661
UFP Technologies
UFPT
$1.77B
$8.38K ﹤0.01%
+42
TW icon
662
Tradeweb Markets
TW
$22.9B
$8.32K ﹤0.01%
+75
HAUZ icon
663
Xtrackers International Real Estate ETF
HAUZ
$922M
$8.27K ﹤0.01%
351
PRPL icon
664
Purple Innovation
PRPL
$83M
$8.27K ﹤0.01%
+8,849
BNS icon
665
Scotiabank
BNS
$84.3B
$8.15K ﹤0.01%
+126
TMUS icon
666
T-Mobile US
TMUS
$231B
$8.14K ﹤0.01%
34
+29
IPO icon
667
Renaissance IPO ETF
IPO
$140M
$8.13K ﹤0.01%
164
+1
URNJ icon
668
Sprott Junior Uranium Miners ETF
URNJ
$321M
$8.07K ﹤0.01%
277
MRVL icon
669
Marvell Technology
MRVL
$71.9B
$8.07K ﹤0.01%
96
+49
TEM
670
Tempus AI
TEM
$13.7B
$8.07K ﹤0.01%
100
MDYG icon
671
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.41B
$8.06K ﹤0.01%
88
DGRW icon
672
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16B
$8.01K ﹤0.01%
90
JQUA icon
673
JPMorgan US Quality Factor ETF
JQUA
$7.38B
$7.99K ﹤0.01%
127
EPR icon
674
EPR Properties
EPR
$3.97B
$7.95K ﹤0.01%
137
LTC
675
LTC Properties
LTC
$1.74B
$7.92K ﹤0.01%
215
+2