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Crewe Advisors Portfolio holdings

AUM $1.38B
1-Year Est. Return 41.76%
This Fund
S&P 500
This Quarter Est. Return
-2.56%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
+$85.4M
Cap. Flow %
7.29%
Top 10 Hldgs %
52.99%
Holding
1,171
New
72
Increased
375
Reduced
162
Closed
133

Top Buys

Rank Stock Value
1
PACS icon
PACS Group
PACS
+$22.3M
2
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$15.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$10.6M
2
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.25M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

Rank Sector Weight
1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIQ icon
651
Global X Artificial Intelligence & Technology ETF
AIQ
$9.09B
$9.85K ﹤0.01%
211
– –
IJT icon
652
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.27B
$9.84K ﹤0.01%
68
– –
SPDW icon
653
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$9.79K ﹤0.01%
214
-867
-80% -$40.7K
YUMC icon
654
Yum China
YUMC
$15.6B
$9.76K ﹤0.01%
200
-116
-37% -$6.01K
USB icon
655
US Bancorp
USB
$100B
$9.69K ﹤0.01%
186
+155
+500% +$8.52K
MP icon
656
MP Materials
MP
$7.35B
$9.65K ﹤0.01%
200
– –
FCX icon
657
Freeport-McMoran
FCX
$88.6B
$9.58K ﹤0.01%
163
+63
+63% +$3.81K
LDUR icon
658
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$9.58K ﹤0.01%
100
– –
BOX icon
659
Box
BOX
$4.36B
$9.39K ﹤0.01%
397
-40
-9% -$1.01K
BIPC icon
660
Brookfield Infrastructure
BIPC
$5.23B
$9.37K ﹤0.01%
237
– –
PSA icon
661
Public Storage
PSA
$61.7B
$9.21K ﹤0.01%
34
– –
PSEC icon
662
Prospect Capital
PSEC
$1.12B
$9.18K ﹤0.01%
3,516
+623
+22% +$1.71K
EAT icon
663
Brinker International
EAT
$8.5B
$9.14K ﹤0.01%
64
+52
+433% +$7.92K
IAGG icon
664
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$9.06K ﹤0.01%
181
+162
+853% +$8.14K
SMRT icon
665
SmartRent
SMRT
$193M
$9K ﹤0.01%
6,000
– –
FSK icon
666
FS KKR Capital
FSK
$3.08B
$8.96K ﹤0.01%
880
+195
+28% +$2.44K
LIVN icon
667
LivaNova
LIVN
$4.51B
$8.9K ﹤0.01%
+140
New +$9.03K
WRD
668
WeRide Inc
WRD
$1.91B
$8.9K ﹤0.01%
1,100
– –
TER icon
669
Teradyne
TER
$50.2B
$8.89K ﹤0.01%
30
– –
PBH icon
670
Prestige Consumer Healthcare
PBH
$2.45B
$8.83K ﹤0.01%
149
-23
-13% -$1.49K
TW icon
671
Tradeweb Markets
TW
$22.2B
$8.82K ﹤0.01%
75
– –
ELV icon
672
Elevance Health
ELV
$83.7B
$8.78K ﹤0.01%
30
+6
+25% +$1.97K
BNS icon
673
Scotiabank
BNS
$108B
$8.73K ﹤0.01%
126
– –
SNPS icon
674
Synopsys
SNPS
$73.5B
$8.72K ﹤0.01%
22
+16
+267% +$7.23K
DKNG icon
675
DraftKings
DKNG
$12.2B
$8.71K ﹤0.01%
403
– –
25 26
27
28 29

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AO
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RAM
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IC
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PFM
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RIM
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Crewe Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Crewe Advisors held 1,171 positions worth $1.17B, up 3.8% from $1.13B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Crewe Advisors deployed $85.4M of net new capital in Q1 2026, opening 72 new positions and adding to 375 existing holdings. Its largest new stake was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.

By sector, the portfolio is most concentrated in Healthcare at 8.3% of assets, up from 8.1% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Tesla, an estimated $10.6M trimmed.

  • Crewe Advisors's largest Q1 2026 buy was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.
  • Crewe Advisors added most to PACS Group in Q1 2026, an estimated $22.3M increase.
  • Crewe Advisors's biggest Q1 2026 reduction was Tesla, cutting an estimated $10.6M.
  • Crewe Advisors fully exited First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, selling an estimated $59K.
  • Crewe Advisors's ten largest holdings make up 53% of its $1.17B portfolio in Q1 2026.
  • Crewe Advisors opened 72 new positions and closed 133 in Q1 2026.
  • Crewe Advisors's portfolio value rose 3.8% quarter-over-quarter to $1.17B.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.