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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$15.5M
3 +$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1 +$10.6M
2 +$4.25M
3 +$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VIGI icon
776
Vanguard International Dividend Appreciation ETF
VIGI
$8.9B
$5.04K ﹤0.01%
57
KMB icon
777
Kimberly-Clark
KMB
$37.3B
$5.02K ﹤0.01%
52
+26
BITB icon
778
Bitwise Bitcoin ETF
BITB
$2.45B
$5.01K ﹤0.01%
136
DOV icon
779
Dover
DOV
$29B
$5K ﹤0.01%
24
+15
PGY icon
780
Pagaya Technologies
PGY
$1.49B
$4.99K ﹤0.01%
+428
CLX icon
781
Clorox
CLX
$11.7B
$4.97K ﹤0.01%
48
EQIX icon
782
Equinix
EQIX
$104B
$4.9K ﹤0.01%
5
QXO
783
QXO Inc
QXO
$15.6B
$4.86K ﹤0.01%
250
WISE icon
784
Themes Generative Artificial Intelligence ETF
WISE
$32.2M
$4.82K ﹤0.01%
150
HBAN icon
785
Huntington Bancshares
HBAN
$36.2B
$4.82K ﹤0.01%
+308
SBAC icon
786
SBA Communications
SBAC
$20.2B
$4.82K ﹤0.01%
28
B
787
Barrick Mining
B
$61.5B
$4.73K ﹤0.01%
116
-56
TIGO icon
788
Millicom
TIGO
$16.2B
$4.72K ﹤0.01%
63
BATRA icon
789
Atlanta Braves Holdings Series A
BATRA
$3.58B
$4.71K ﹤0.01%
100
PDD icon
790
Pinduoduo
PDD
$121B
$4.7K ﹤0.01%
46
MMYT icon
791
MakeMyTrip
MMYT
$5.56B
$4.66K ﹤0.01%
125
-205
EL icon
792
Estee Lauder
EL
$29.9B
$4.59K ﹤0.01%
64
FER icon
793
Ferrovial N.V. Ordinary Shares
FER
$46B
$4.55K ﹤0.01%
71
OC icon
794
Owens Corning
OC
$11.5B
$4.55K ﹤0.01%
42
TEM
795
Tempus AI
TEM
$10.5B
$4.52K ﹤0.01%
100
LYB icon
796
LyondellBasell Industries
LYB
$18.2B
$4.51K ﹤0.01%
56
+19
WRBY icon
797
Warby Parker
WRBY
$3.56B
$4.51K ﹤0.01%
214
GOOD
798
Gladstone Commercial Corp
GOOD
$605M
$4.49K ﹤0.01%
393
GLPI icon
799
Gaming and Leisure Properties
GLPI
$12.2B
$4.39K ﹤0.01%
99
+81
SCHI icon
800
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$4.36K ﹤0.01%
192