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
HR icon
751
Healthcare Realty
HR
$6.52B
$4.24K ﹤0.01%
250
GOOD
752
Gladstone Commercial Corp
GOOD
$609M
$4.19K ﹤0.01%
393
RCL icon
753
Royal Caribbean
RCL
$85.9B
$4.18K ﹤0.01%
15
+6
NTNX icon
754
Nutanix
NTNX
$10.8B
$4.08K ﹤0.01%
79
ACT icon
755
Enact Holdings
ACT
$6.12B
$4.08K ﹤0.01%
103
KLAR
756
Klarna Group
KLAR
$5.62B
$4.08K ﹤0.01%
141
+41
SM icon
757
SM Energy
SM
$4.9B
$4.06K ﹤0.01%
217
BTGD
758
STKd 100% Bitcoin & 100% Gold ETF
BTGD
$71.1M
$4.01K ﹤0.01%
+117
VTRS icon
759
Viatris
VTRS
$18.2B
$4K ﹤0.01%
321
-470
POWI icon
760
Power Integrations
POWI
$2.65B
$3.98K ﹤0.01%
112
WDS icon
761
Woodside Energy
WDS
$37.6B
$3.98K ﹤0.01%
255
ONTO icon
762
Onto Innovation
ONTO
$10.5B
$3.95K ﹤0.01%
25
CAG icon
763
Conagra Brands
CAG
$9.05B
$3.93K ﹤0.01%
227
UL icon
764
Unilever
UL
$160B
$3.92K ﹤0.01%
60
+15
EPAM icon
765
EPAM Systems
EPAM
$7.65B
$3.89K ﹤0.01%
+19
LYG icon
766
Lloyds Banking Group
LYG
$84.2B
$3.89K ﹤0.01%
734
AON icon
767
Aon
AON
$70.8B
$3.88K ﹤0.01%
+11
STT icon
768
State Street
STT
$37.1B
$3.87K ﹤0.01%
30
CW icon
769
Curtiss-Wright
CW
$25.2B
$3.86K ﹤0.01%
+7
TLK icon
770
Telkom Indonesia
TLK
$21.2B
$3.85K ﹤0.01%
183
PRU icon
771
Prudential Financial
PRU
$35.5B
$3.84K ﹤0.01%
34
+13
EQIX icon
772
Equinix
EQIX
$93.1B
$3.83K ﹤0.01%
5
DEI icon
773
Douglas Emmett
DEI
$1.78B
$3.81K ﹤0.01%
347
IONS icon
774
Ionis Pharmaceuticals
IONS
$12.8B
$3.8K ﹤0.01%
48
HSBC icon
775
HSBC
HSBC
$321B
$3.78K ﹤0.01%
48
+12