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
WDAY icon
826
Workday
WDAY
$30.3B
$2.79K ﹤0.01%
13
+2
PCG icon
827
PG&E
PCG
$38.7B
$2.77K ﹤0.01%
+172
PCAR icon
828
PACCAR
PCAR
$66B
$2.74K ﹤0.01%
25
+13
NTRS icon
829
Northern Trust
NTRS
$28.9B
$2.73K ﹤0.01%
20
ADI icon
830
Analog Devices
ADI
$170B
$2.71K ﹤0.01%
+10
WF icon
831
Woori Financial
WF
$17.7B
$2.65K ﹤0.01%
45
KMB icon
832
Kimberly-Clark
KMB
$32.2B
$2.62K ﹤0.01%
26
+16
STZ icon
833
Constellation Brands
STZ
$28.5B
$2.62K ﹤0.01%
+19
AEG icon
834
Aegon
AEG
$12.2B
$2.6K ﹤0.01%
337
WELL icon
835
Welltower
WELL
$147B
$2.6K ﹤0.01%
+14
TTE icon
836
TotalEnergies
TTE
$194B
$2.55K ﹤0.01%
39
-703
NVT icon
837
nVent Electric
NVT
$21.7B
$2.55K ﹤0.01%
+25
TECK icon
838
Teck Resources
TECK
$28.8B
$2.54K ﹤0.01%
53
CVE icon
839
Cenovus Energy
CVE
$48.3B
$2.54K ﹤0.01%
150
SYF icon
840
Synchrony
SYF
$26.3B
$2.5K ﹤0.01%
+30
TU icon
841
Telus
TU
$19B
$2.5K ﹤0.01%
190
SWKS icon
842
Skyworks Solutions
SWKS
$8.62B
$2.47K ﹤0.01%
39
QYLD icon
843
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.21B
$2.45K ﹤0.01%
139
+4
PMT
844
PennyMac Mortgage Investment
PMT
$1.05B
$2.45K ﹤0.01%
195
MTB icon
845
M&T Bank
MTB
$32.7B
$2.42K ﹤0.01%
12
VMI icon
846
Valmont Industries
VMI
$8.4B
$2.41K ﹤0.01%
+6
HPE icon
847
Hewlett Packard
HPE
$32.5B
$2.4K ﹤0.01%
100
AMSF icon
848
AMERISAFE
AMSF
$633M
$2.38K ﹤0.01%
62
FDS icon
849
Factset
FDS
$8.14B
$2.32K ﹤0.01%
8
TEF
850
DELISTED
Telefonica
TEF
$2.32K ﹤0.01%
573