CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$31.2M
3
+$18.6M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.1M

Top Sells

1
+$1.21M
2
+$1.08M
3
+$1.08M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$523K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$522K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APLS icon
851
Apellis Pharmaceuticals
APLS
$2.66B
$1.99K ﹤0.01%
+88
FEZ icon
852
SPDR Euro Stoxx 50 ETF
FEZ
$4.68B
$1.99K ﹤0.01%
32
CYTK icon
853
Cytokinetics
CYTK
$8.26B
$1.98K ﹤0.01%
+36
SLVM icon
854
Sylvamo
SLVM
$1.89B
$1.95K ﹤0.01%
+44
QGEN icon
855
Qiagen
QGEN
$10.5B
$1.92K ﹤0.01%
+43
CDE icon
856
Coeur Mining
CDE
$9.68B
$1.88K ﹤0.01%
100
VIV icon
857
Telefônica Brasil
VIV
$20.7B
$1.86K ﹤0.01%
+146
AU icon
858
AngloGold Ashanti
AU
$42.6B
$1.83K ﹤0.01%
+26
NTES icon
859
NetEase
NTES
$88.6B
$1.82K ﹤0.01%
+12
LNT icon
860
Alliant Energy
LNT
$17.6B
$1.82K ﹤0.01%
+27
CE icon
861
Celanese
CE
$4.32B
$1.81K ﹤0.01%
43
+37
ALLE icon
862
Allegion
ALLE
$14.3B
$1.77K ﹤0.01%
+10
KWEB icon
863
KraneShares CSI China Internet ETF
KWEB
$9.07B
$1.76K ﹤0.01%
42
BCH icon
864
Banco de Chile
BCH
$18.6B
$1.76K ﹤0.01%
+58
BCML icon
865
BayCom
BCML
$322M
$1.75K ﹤0.01%
+61
CBOE icon
866
Cboe Global Markets
CBOE
$26.9B
$1.72K ﹤0.01%
7
-49
AAL icon
867
American Airlines Group
AAL
$8.88B
$1.69K ﹤0.01%
150
-60
UTZ icon
868
Utz Brands
UTZ
$822M
$1.65K ﹤0.01%
+136
EXPI icon
869
eXp World Holdings
EXPI
$1.87B
$1.62K ﹤0.01%
+152
WSO icon
870
Watsco Inc
WSO
$13.9B
$1.62K ﹤0.01%
4
SNY icon
871
Sanofi
SNY
$122B
$1.6K ﹤0.01%
34
-35
FBTC icon
872
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.5B
$1.6K ﹤0.01%
+16
GLPG icon
873
Galapagos
GLPG
$2.05B
$1.59K ﹤0.01%
+46
BIIB icon
874
Biogen
BIIB
$26.7B
$1.54K ﹤0.01%
+11
EZU icon
875
iShare MSCI Eurozone ETF
EZU
$8.37B
$1.54K ﹤0.01%
25
33 34
35
36 37