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
TER icon
751
Teradyne
TER
$26.3B
$4.13K ﹤0.01%
+30
SPSB icon
752
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.29B
$4.12K ﹤0.01%
+136
NCLH icon
753
Norwegian Cruise Line
NCLH
$8.35B
$4.11K ﹤0.01%
167
FER icon
754
Ferrovial SE
FER
$46.9B
$4.1K ﹤0.01%
+70
WEN icon
755
Wendy's
WEN
$1.6B
$4.03K ﹤0.01%
440
+206
WRD
756
WeRide Inc
WRD
$2.71B
$3.96K ﹤0.01%
+400
ACT icon
757
Enact Holdings
ACT
$5.64B
$3.95K ﹤0.01%
+103
EQIX icon
758
Equinix
EQIX
$73.5B
$3.92K ﹤0.01%
5
SFL icon
759
SFL Corp
SFL
$1.19B
$3.9K ﹤0.01%
518
+516
SEIC icon
760
SEI Investments
SEIC
$9.82B
$3.9K ﹤0.01%
+46
SLYG icon
761
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.62B
$3.87K ﹤0.01%
41
-20
NNE
762
Nano Nuclear Energy
NNE
$1.52B
$3.86K ﹤0.01%
100
WDS icon
763
Woodside Energy
WDS
$30.9B
$3.84K ﹤0.01%
+255
B
764
Barrick Mining
B
$66B
$3.8K ﹤0.01%
+116
HAL icon
765
Halliburton
HAL
$21.6B
$3.75K ﹤0.01%
152
+1
FND icon
766
Floor & Decor
FND
$6.91B
$3.69K ﹤0.01%
+50
KLAR
767
Klarna Group
KLAR
$11.4B
$3.67K ﹤0.01%
+100
CAVA icon
768
CAVA Group
CAVA
$5.63B
$3.63K ﹤0.01%
+60
TTEK icon
769
Tetra Tech
TTEK
$8.9B
$3.61K ﹤0.01%
+108
AEM icon
770
Agnico Eagle Mines
AEM
$83.3B
$3.54K ﹤0.01%
+21
DGICA icon
771
Donegal Group Class A
DGICA
$736M
$3.49K ﹤0.01%
+180
STT icon
772
State Street
STT
$32.4B
$3.48K ﹤0.01%
+30
TLK icon
773
Telkom Indonesia
TLK
$22B
$3.44K ﹤0.01%
+183
TRS icon
774
TriMas Corp
TRS
$1.35B
$3.4K ﹤0.01%
+88
ASX icon
775
ASE Group
ASX
$30.9B
$3.39K ﹤0.01%
+306