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

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
SLM icon
701
SLM Corp
SLM
$5.6B
$296 ﹤0.01%
+9
INSW icon
702
International Seaways
INSW
$2.67B
$292 ﹤0.01%
8
+3
SNDR icon
703
Schneider National
SNDR
$3.76B
$290 ﹤0.01%
12
-2
RIVN icon
704
Rivian
RIVN
$18.5B
$289 ﹤0.01%
+21
Z icon
705
Zillow
Z
$16.7B
$281 ﹤0.01%
+4
BC icon
706
Brunswick
BC
$4.18B
$277 ﹤0.01%
5
OC icon
707
Owens Corning
OC
$8.37B
$276 ﹤0.01%
2
THNQ icon
708
ROBO Global Artificial Intelligence ETF
THNQ
$274M
$275 ﹤0.01%
+5
SWK icon
709
Stanley Black & Decker
SWK
$10.2B
$271 ﹤0.01%
+4
EMR icon
710
Emerson Electric
EMR
$71.7B
$267 ﹤0.01%
2
-3
OVV icon
711
Ovintiv
OVV
$9.92B
$267 ﹤0.01%
7
TPG icon
712
TPG
TPG
$8.86B
$263 ﹤0.01%
5
HOLX icon
713
Hologic
HOLX
$16.5B
$261 ﹤0.01%
4
GGG icon
714
Graco
GGG
$13.3B
$258 ﹤0.01%
3
-12
LPX icon
715
Louisiana-Pacific
LPX
$5.25B
$258 ﹤0.01%
3
ASH icon
716
Ashland
ASH
$2.35B
$252 ﹤0.01%
5
+1
NBIX icon
717
Neurocrine Biosciences
NBIX
$14.4B
$252 ﹤0.01%
2
RSG icon
718
Republic Services
RSG
$64.9B
$247 ﹤0.01%
+1
EOG icon
719
EOG Resources
EOG
$59.9B
$240 ﹤0.01%
2
CIM
720
Chimera Investment
CIM
$1B
$222 ﹤0.01%
16
XYLD icon
721
Global X S&P 500 Covered Call ETF
XYLD
$3.13B
$222 ﹤0.01%
6
CCI icon
722
Crown Castle
CCI
$39.9B
$206 ﹤0.01%
2
-11
JBLU icon
723
JetBlue
JBLU
$1.52B
$170 ﹤0.01%
40
-4,829
BKR icon
724
Baker Hughes
BKR
$48.1B
$154 ﹤0.01%
4
-83
SG icon
725
Sweetgreen
SG
$724M
$149 ﹤0.01%
10