CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
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
PLG
701
Platinum Group Metals
PLG
$238M
$5.9K ﹤0.01%
+2,500
CM icon
702
Canadian Imperial Bank of Commerce
CM
$101B
$5.89K ﹤0.01%
65
CACI icon
703
CACI
CACI
$11.1B
$5.86K ﹤0.01%
11
WISE icon
704
Themes Generative Artificial Intelligence ETF
WISE
$33.2M
$5.84K ﹤0.01%
150
+3
EXC icon
705
Exelon
EXC
$45.3B
$5.84K ﹤0.01%
134
+65
TER icon
706
Teradyne
TER
$56.9B
$5.81K ﹤0.01%
30
BBDC icon
707
Barings BDC
BBDC
$902M
$5.78K ﹤0.01%
630
ONON icon
708
On Holding
ONON
$11.8B
$5.72K ﹤0.01%
123
+23
OIH icon
709
VanEck Oil Services ETF
OIH
$2.52B
$5.7K ﹤0.01%
20
AMT icon
710
American Tower
AMT
$81B
$5.62K ﹤0.01%
32
-62
TD icon
711
Toronto Dominion Bank
TD
$178B
$5.56K ﹤0.01%
59
SMWB icon
712
Similarweb
SMWB
$250M
$5.5K ﹤0.01%
734
SBAC icon
713
SBA Communications
SBAC
$22B
$5.42K ﹤0.01%
28
STUB
714
StubHub Holdings
STUB
$2.81B
$5.41K ﹤0.01%
400
EXPD icon
715
Expeditors International
EXPD
$20.4B
$5.37K ﹤0.01%
36
IEX icon
716
IDEX
IEX
$15.7B
$5.34K ﹤0.01%
30
COIN icon
717
Coinbase
COIN
$53.2B
$5.33K ﹤0.01%
24
+5
TFPM icon
718
Triple Flag Precious Metals
TFPM
$7.35B
$5.32K ﹤0.01%
160
SOFI icon
719
SoFi Technologies
SOFI
$19.6B
$5.24K ﹤0.01%
200
PDD icon
720
Pinduoduo
PDD
$142B
$5.22K ﹤0.01%
46
VIGI icon
721
Vanguard International Dividend Appreciation ETF
VIGI
$8.82B
$5.21K ﹤0.01%
57
USO icon
722
United States Oil Fund
USO
$1.99B
$5.19K ﹤0.01%
75
CWST icon
723
Casella Waste Systems
CWST
$5.36B
$5.09K ﹤0.01%
52
FCX icon
724
Freeport-McMoran
FCX
$96.5B
$5.08K ﹤0.01%
+100
CTRI icon
725
Centuri Holdings
CTRI
$3.24B
$5.05K ﹤0.01%
+200