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
HDB icon
726
HDFC Bank
HDB
$165B
$5.04K ﹤0.01%
138
+68
DPZ icon
727
Domino's
DPZ
$13.4B
$5K ﹤0.01%
12
GRAB icon
728
Grab
GRAB
$17.4B
$4.99K ﹤0.01%
1,000
-62
CBRE icon
729
CBRE Group
CBRE
$44.1B
$4.99K ﹤0.01%
31
+12
ASX icon
730
ASE Group
ASX
$53B
$4.93K ﹤0.01%
306
MET icon
731
MetLife
MET
$49.6B
$4.89K ﹤0.01%
62
+29
CLX icon
732
Clorox
CLX
$15.4B
$4.84K ﹤0.01%
48
-355
DGRW icon
733
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
$4.83K ﹤0.01%
54
-36
QXO
734
QXO Inc
QXO
$16.9B
$4.82K ﹤0.01%
250
AOR icon
735
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.36B
$4.75K ﹤0.01%
73
OC icon
736
Owens Corning
OC
$9.89B
$4.7K ﹤0.01%
42
NWG icon
737
NatWest
NWG
$67.9B
$4.67K ﹤0.01%
267
+67
WRBY icon
738
Warby Parker
WRBY
$3.06B
$4.66K ﹤0.01%
214
SAP icon
739
SAP
SAP
$237B
$4.62K ﹤0.01%
19
+9
AEM icon
740
Agnico Eagle Mines
AEM
$123B
$4.58K ﹤0.01%
27
+6
ED icon
741
Consolidated Edison
ED
$39.9B
$4.57K ﹤0.01%
46
+33
SPTM icon
742
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.1B
$4.54K ﹤0.01%
+55
FER icon
743
Ferrovial SE
FER
$52.4B
$4.52K ﹤0.01%
70
VECO icon
744
Veeco
VECO
$1.82B
$4.52K ﹤0.01%
158
RRX icon
745
Regal Rexnord
RRX
$14.6B
$4.49K ﹤0.01%
32
SCHI icon
746
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.4B
$4.41K ﹤0.01%
192
SLYV icon
747
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.44B
$4.37K ﹤0.01%
48
-31
HAL icon
748
Halliburton
HAL
$30.1B
$4.33K ﹤0.01%
153
+1
ASML icon
749
ASML
ASML
$567B
$4.28K ﹤0.01%
4
+3
BATRA icon
750
Atlanta Braves Holdings Series A
BATRA
$3.08B
$4.25K ﹤0.01%
100