CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$2.48M
3
+$2.37M
4
BND icon
Vanguard Total Bond Market
BND
+$2.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.07M

Top Sells

1
+$8.88M
2
+$2.5M
3
+$1.16M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
AAPL icon
Apple
AAPL
+$867K

Sector Composition

1 Healthcare 8.08%
2 Technology 7.93%
3 Financials 7.31%
4 Communication Services 3.22%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BUFR icon
676
FT Vest Fund of Buffer ETFs
BUFR
$8.62B
$7.26K ﹤0.01%
212
CLBT icon
677
Cellebrite
CLBT
$3.31B
$7.21K ﹤0.01%
400
VOOG icon
678
Vanguard S&P 500 Growth ETF
VOOG
$21.8B
$7.11K ﹤0.01%
+16
DAPP icon
679
VanEck Digital Transformation ETF
DAPP
$286M
$7.11K ﹤0.01%
430
+13
URNJ icon
680
Sprott Junior Uranium Miners ETF
URNJ
$473M
$6.98K ﹤0.01%
277
TTWO icon
681
Take-Two Interactive
TTWO
$39.3B
$6.91K ﹤0.01%
27
+2
RKLB icon
682
Rocket Lab Corp
RKLB
$37.5B
$6.91K ﹤0.01%
99
BXMT icon
683
Blackstone Mortgage Trust
BXMT
$3.3B
$6.91K ﹤0.01%
+361
CRBN icon
684
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.04B
$6.75K ﹤0.01%
29
TRTX
685
TPG RE Finance Trust
TRTX
$673M
$6.72K ﹤0.01%
+781
EL icon
686
Estee Lauder
EL
$40.2B
$6.7K ﹤0.01%
64
-7
BITB icon
687
Bitwise Bitcoin ETF
BITB
$2.59B
$6.47K ﹤0.01%
136
BCE icon
688
BCE
BCE
$23.9B
$6.41K ﹤0.01%
269
WAL icon
689
Western Alliance Bancorporation
WAL
$9.78B
$6.4K ﹤0.01%
76
RF icon
690
Regions Financial
RF
$25.5B
$6.32K ﹤0.01%
233
WTM icon
691
White Mountains Insurance
WTM
$5.57B
$6.24K ﹤0.01%
+3
REGN icon
692
Regeneron Pharmaceuticals
REGN
$80.8B
$6.17K ﹤0.01%
8
BOND icon
693
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.52B
$6.14K ﹤0.01%
66
SLYG icon
694
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.84B
$6.12K ﹤0.01%
65
+24
PRPL icon
695
Purple Innovation
PRPL
$72.6M
$6.11K ﹤0.01%
8,849
TLH icon
696
iShares 10-20 Year Treasury Bond ETF
TLH
$12.7B
$6.1K ﹤0.01%
60
-172
CTSH icon
697
Cognizant
CTSH
$30.9B
$6.06K ﹤0.01%
73
+23
CNP icon
698
CenterPoint Energy
CNP
$28B
$6.06K ﹤0.01%
158
DG icon
699
Dollar General
DG
$34.3B
$6.03K ﹤0.01%
45
-200
TEM
700
Tempus AI
TEM
$9.48B
$5.91K ﹤0.01%
100
26 27
28
29 30