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
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$31.2M
3 +$18.6M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.1M

Top Sells

1 +$1.21M
2 +$1.08M
3 +$1.08M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$523K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OIH icon
726
VanEck Oil Services ETF
OIH
$1.15B
$5.2K ﹤0.01%
20
CM icon
727
Canadian Imperial Bank of Commerce
CM
$78.9B
$5.19K ﹤0.01%
65
+50
DPZ icon
728
Domino's
DPZ
$14.1B
$5.18K ﹤0.01%
+12
VIGI icon
729
Vanguard International Dividend Appreciation ETF
VIGI
$8.85B
$5.11K ﹤0.01%
57
SSNC icon
730
SS&C Technologies
SSNC
$21B
$5.06K ﹤0.01%
57
+50
INFA
731
DELISTED
Informatica
INFA
$4.99K ﹤0.01%
+201
CWST icon
732
Casella Waste Systems
CWST
$6.15B
$4.93K ﹤0.01%
52
IEX icon
733
IDEX
IEX
$13B
$4.88K ﹤0.01%
30
+28
GOOD
734
Gladstone Commercial Corp
GOOD
$535M
$4.84K ﹤0.01%
+393
VECO icon
735
Veeco
VECO
$1.76B
$4.81K ﹤0.01%
+158
QXO
736
QXO Inc
QXO
$11.9B
$4.76K ﹤0.01%
+250
RKLB icon
737
Rocket Lab Corp
RKLB
$22.8B
$4.74K ﹤0.01%
+99
TD icon
738
Toronto Dominion Bank
TD
$141B
$4.72K ﹤0.01%
+59
AOR icon
739
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.98B
$4.7K ﹤0.01%
73
TFPM icon
740
Triple Flag Precious Metals
TFPM
$6.52B
$4.68K ﹤0.01%
+160
RRX icon
741
Regal Rexnord
RRX
$9.77B
$4.59K ﹤0.01%
+32
PYPL icon
742
PayPal
PYPL
$57.3B
$4.56K ﹤0.01%
68
+35
BATRA icon
743
Atlanta Braves Holdings Series A
BATRA
$2.7B
$4.55K ﹤0.01%
100
HR icon
744
Healthcare Realty
HR
$6.35B
$4.51K ﹤0.01%
250
POWI icon
745
Power Integrations
POWI
$1.85B
$4.5K ﹤0.01%
+112
REGN icon
746
Regeneron Pharmaceuticals
REGN
$82.7B
$4.5K ﹤0.01%
+8
SCHI icon
747
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.59B
$4.43K ﹤0.01%
192
EXPD icon
748
Expeditors International
EXPD
$19.8B
$4.41K ﹤0.01%
+36
ONON icon
749
On Holding
ONON
$13.8B
$4.24K ﹤0.01%
100
CAG icon
750
Conagra Brands
CAG
$8.49B
$4.16K ﹤0.01%
+227