CA
Crewe Advisors Portfolio holdings
AUM
$1.05B
1-Year Est. Return
12.48%
1 Year Est. Return
+12.48%
AUM
$707M
AUM Growth
-$4.71M
(-0.66%)
Holding
842
Top Buys
| 1 | +$39.6M | |
| 2 | +$21.8M | |
| 3 | +$8.31M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.25M |
| 5 |
Amazon
AMZN
|
+$5.91M |
Top Sells
| 1 | +$104M | |
| 2 | +$26.6M | |
| 3 | +$4.39M | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$3.11M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$3.03M |
Sector Composition
| 1 | Financials | 8.07% |
| 2 | Technology | 5.48% |
| 3 | Consumer Discretionary | 3.62% |
| 4 | Healthcare | 2.8% |
| 5 | Energy | 1.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
Skyworks Solutions
SWKS
$10.1B
| – | – |
-370
|
|
||
827
Teck Resources
TECK
$20.1B
| – | – |
-11
|
|
||
828
TE Connectivity
TEL
$69.8B
| – | – |
-3
|
|
||
829
Trex
TREX
$3.41B
| – | – |
-48
|
|
||
830
United Airlines
UAL
$31.5B
| – | – |
-404
|
|
||
831
Vanguard Russell 2000 ETF
VTWO
$12.5B
| – | – |
-547
|
|
||
832
Wallbox
WBX
$61.6M
| – | – |
-25
|
|
||
833
WESCO International
WCC
$12.5B
| – | – |
-1
|
|
||
834
State Street SPDR S&P Semiconductor ETF
XSD
$1.54B
| – | – |
-26
|
|
||
835
TruBridge
TBRG
$306M
| – | – |
-48
|
|
||
|
CNH
836
CNH Industrial
CNH
$12.6B
| – | – |
-80
|
|
||
|
EUAD
837
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.09B
| – | – |
-161
|
|
||
|
CRWV
838
CoreWeave Inc
CRWV
$38.8B
| – | – |
-7
|
|
||
839
Best Buy
BBY
$15.9B
| – | – |
-3
|
|
||
840
Weyerhaeuser
WY
$16B
| – | – |
-18
|
|
||
841
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$227M
| – | – |
-89
|
|
||
842
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
| – | – |
-7,924
|
|