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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
SPEM icon
826
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.5B
$3.71K ﹤0.01%
79
-282
MGM icon
827
MGM Resorts International
MGM
$12B
$3.7K ﹤0.01%
100
ADP icon
828
Automatic Data Processing
ADP
$96.7B
$3.67K ﹤0.01%
18
+10
GRAB icon
829
Grab
GRAB
$16.1B
$3.66K ﹤0.01%
1,000
TGT icon
830
Target
TGT
$61.4B
$3.64K ﹤0.01%
30
+19
SEIC icon
831
SEI Investments
SEIC
$11.5B
$3.61K ﹤0.01%
46
IONS icon
832
Ionis Pharmaceuticals
IONS
$9.63B
$3.6K ﹤0.01%
48
CAH icon
833
Cardinal Health
CAH
$55.2B
$3.59K ﹤0.01%
+17
WCN
834
Waste Connections
WCN
$43.5B
$3.57K ﹤0.01%
22
+19
CAG icon
835
Conagra Brands
CAG
$6.62B
$3.57K ﹤0.01%
227
TTE icon
836
TotalEnergies
TTE
$175B
$3.55K ﹤0.01%
39
FNV icon
837
Franco-Nevada
FNV
$39.6B
$3.46K ﹤0.01%
14
TLK icon
838
Telkom Indonesia
TLK
$13.7B
$3.42K ﹤0.01%
183
AEE icon
839
Ameren
AEE
$31.3B
$3.41K ﹤0.01%
31
+18
ONON icon
840
On Holding
ONON
$12.8B
$3.4K ﹤0.01%
100
-23
EIX icon
841
Edison International
EIX
$28.9B
$3.37K ﹤0.01%
+46
PK icon
842
Park Hotels & Resorts
PK
$2.85B
$3.3K ﹤0.01%
313
+261
DEI icon
843
Douglas Emmett
DEI
$2.01B
$3.27K ﹤0.01%
347
SOLV icon
844
Solventum
SOLV
$13.3B
$3.27K ﹤0.01%
50
-193
SPAB icon
845
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.56B
$3.2K ﹤0.01%
125
BTGD
846
STKd 100% Bitcoin & 100% Gold ETF
BTGD
$43.4M
$3.2K ﹤0.01%
117
JQUA icon
847
JPMorgan US Quality Factor ETF
JQUA
$8.18B
$3.19K ﹤0.01%
52
-115
SOFI icon
848
SoFi Technologies
SOFI
$24.1B
$3.18K ﹤0.01%
200
BKR icon
849
Baker Hughes
BKR
$57.1B
$3.17K ﹤0.01%
52
+39
DGRW icon
850
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.9B
$3.16K ﹤0.01%
36
-18
32 33
34
35 36