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
BNDX icon
851
Vanguard Total International Bond ETF
BNDX
$76.3B
$2.32K ﹤0.01%
+48
AMH icon
852
American Homes 4 Rent
AMH
$11.1B
$2.31K ﹤0.01%
72
AAL icon
853
American Airlines Group
AAL
$8.8B
$2.3K ﹤0.01%
150
CYTK icon
854
Cytokinetics
CYTK
$8.57B
$2.29K ﹤0.01%
36
SO icon
855
Southern Company
SO
$105B
$2.27K ﹤0.01%
26
+14
CHD icon
856
Church & Dwight Co
CHD
$24.9B
$2.26K ﹤0.01%
27
BJ icon
857
BJs Wholesale Club
BJ
$12.9B
$2.25K ﹤0.01%
+25
CORP icon
858
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.5B
$2.25K ﹤0.01%
23
NRG icon
859
NRG Energy
NRG
$39.7B
$2.23K ﹤0.01%
14
AU icon
860
AngloGold Ashanti
AU
$62.9B
$2.22K ﹤0.01%
26
RACE icon
861
Ferrari
RACE
$66.2B
$2.22K ﹤0.01%
6
+1
RGTI icon
862
Rigetti Computing
RGTI
$5.82B
$2.21K ﹤0.01%
+100
APLS icon
863
Apellis Pharmaceuticals
APLS
$2.71B
$2.21K ﹤0.01%
88
BCH icon
864
Banco de Chile
BCH
$21.6B
$2.2K ﹤0.01%
58
HEFA icon
865
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.26B
$2.19K ﹤0.01%
53
NLY icon
866
Annaly Capital Management
NLY
$16.5B
$2.19K ﹤0.01%
+98
ECON icon
867
Columbia Emerging Markets Consumer ETF
ECON
$321M
$2.19K ﹤0.01%
80
ICLR icon
868
Icon
ICLR
$7.95B
$2.19K ﹤0.01%
12
-117
SLVM icon
869
Sylvamo
SLVM
$1.82B
$2.12K ﹤0.01%
44
WPM icon
870
Wheaton Precious Metals
WPM
$71.5B
$2.12K ﹤0.01%
18
ES icon
871
Eversource Energy
ES
$28.1B
$2.09K ﹤0.01%
31
UPS icon
872
United Parcel Service
UPS
$96.7B
$2.08K ﹤0.01%
21
-62
PSKY
873
Paramount Skydance Corp
PSKY
$11.2B
$2.06K ﹤0.01%
154
+24
FEZ icon
874
State Street SPDR EURO STOXX 50 ETF
FEZ
$5.44B
$2.06K ﹤0.01%
32
ADP icon
875
Automatic Data Processing
ADP
$86.3B
$2.06K ﹤0.01%
+8