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Crewe Advisors Portfolio holdings

AUM $1.38B
1-Year Est. Return 41.76%
This Fund
S&P 500
This Quarter Est. Return
-2.56%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
+$85.4M
Cap. Flow %
7.29%
Top 10 Hldgs %
52.99%
Holding
1,171
New
72
Increased
375
Reduced
162
Closed
133

Top Buys

Rank Stock Value
1
PACS icon
PACS Group
PACS
+$22.3M
2
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$15.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$10.6M
2
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.25M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

Rank Sector Weight
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
SPTM icon
801
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$4.35K ﹤0.01%
55
– –
VTRS icon
802
Viatris
VTRS
$20.8B
$4.34K ﹤0.01%
321
– –
FROG icon
803
JFrog
FROG
$9.26B
$4.32K ﹤0.01%
+92
New +$4.52K
DPZ icon
804
Domino's
DPZ
$11.6B
$4.31K ﹤0.01%
12
– –
RMD icon
805
ResMed
RMD
$30.3B
$4.27K ﹤0.01%
19
+17
+850% +$4.24K
AEM icon
806
Agnico Eagle Mines
AEM
$71.9B
$4.26K ﹤0.01%
21
-6
-22% -$1.25K
HR icon
807
Healthcare Realty
HR
$7.58B
$4.25K ﹤0.01%
250
– –
ACT icon
808
Enact Holdings
ACT
$6.7B
$4.2K ﹤0.01%
103
– –
EBAY icon
809
eBay
EBAY
$52.1B
$4.19K ﹤0.01%
46
+27
+142% +$2.43K
CWST icon
810
Casella Waste Systems
CWST
$5.79B
$4.13K ﹤0.01%
52
– –
PHM icon
811
Pultegroup
PHM
$25.7B
$4.12K ﹤0.01%
35
+22
+169% +$2.82K
WU icon
812
Western Union
WU
$2.58B
$4.09K ﹤0.01%
469
+397
+551% +$3.76K
IMOS
813
ChipMOS TECHNOLOGIES
IMOS
$1.73B
$4.04K ﹤0.01%
113
– –
PKG icon
814
Packaging Corp of America
PKG
$22.6B
$4.04K ﹤0.01%
19
+12
+171% +$2.68K
VRSK icon
815
Verisk Analytics
VRSK
$27.8B
$3.98K ﹤0.01%
21
+14
+200% +$2.84K
CVE icon
816
Cenovus Energy
CVE
$51.6B
$3.98K ﹤0.01%
150
– –
GRMN
817
Garmin
GRMN
$48.9B
$3.94K ﹤0.01%
17
+14
+467% +$3.13K
EMR icon
818
Emerson Electric
EMR
$85B
$3.93K ﹤0.01%
30
+26
+650% +$3.74K
HIG icon
819
Hartford Financial Services
HIG
$39.3B
$3.92K ﹤0.01%
29
+18
+164% +$2.46K
SNAP icon
820
Snap
SNAP
$8.02B
$3.91K ﹤0.01%
850
+500
+143% +$2.94K
STT icon
821
State Street
STT
$50.2B
$3.8K ﹤0.01%
30
– –
AZTA icon
822
Azenta
AZTA
$1.33B
$3.76K ﹤0.01%
178
+150
+536% +$4.48K
IQV icon
823
IQVIA
IQV
$40B
$3.75K ﹤0.01%
+22
New +$4.29K
ZTO icon
824
ZTO Express
ZTO
$18.2B
$3.75K ﹤0.01%
149
– –
VWOB icon
825
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.17B
$3.75K ﹤0.01%
+57
New +$3.83K
31 32
33
34 35

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PFM
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RIM
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Crewe Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Crewe Advisors held 1,171 positions worth $1.17B, up 3.8% from $1.13B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Crewe Advisors deployed $85.4M of net new capital in Q1 2026, opening 72 new positions and adding to 375 existing holdings. Its largest new stake was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.

By sector, the portfolio is most concentrated in Healthcare at 8.3% of assets, up from 8.1% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Tesla, an estimated $10.6M trimmed.

  • Crewe Advisors's largest Q1 2026 buy was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.
  • Crewe Advisors added most to PACS Group in Q1 2026, an estimated $22.3M increase.
  • Crewe Advisors's biggest Q1 2026 reduction was Tesla, cutting an estimated $10.6M.
  • Crewe Advisors fully exited First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, selling an estimated $59K.
  • Crewe Advisors's ten largest holdings make up 53% of its $1.17B portfolio in Q1 2026.
  • Crewe Advisors opened 72 new positions and closed 133 in Q1 2026.
  • Crewe Advisors's portfolio value rose 3.8% quarter-over-quarter to $1.17B.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.