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
IXUS icon
876
iShares Core MSCI Total International Stock ETF
IXUS
$50.4B
$1.52K ﹤0.01%
18
MNSO icon
877
MINISO
MNSO
$5.85B
$1.51K ﹤0.01%
+67
SCI icon
878
Service Corp International
SCI
$11B
$1.5K ﹤0.01%
18
-126
SNPS icon
879
Synopsys
SNPS
$74.6B
$1.48K ﹤0.01%
3
+1
CCSO icon
880
Carbon Collective Climate Solutions US Equity ETF
CCSO
$36.7M
$1.47K ﹤0.01%
59
VOE icon
881
Vanguard Mid-Cap Value ETF
VOE
$19.4B
$1.46K ﹤0.01%
8
SMCI icon
882
Super Micro Computer
SMCI
$19.4B
$1.44K ﹤0.01%
30
+27
ACHR icon
883
Archer Aviation
ACHR
$4.81B
$1.44K ﹤0.01%
150
ITT icon
884
ITT
ITT
$14.3B
$1.43K ﹤0.01%
8
UHAL icon
885
U-Haul Holding Co
UHAL
$9.83B
$1.43K ﹤0.01%
+25
LOGI icon
886
Logitech
LOGI
$16.5B
$1.43K ﹤0.01%
+13
ELME
887
Elme Communities
ELME
$1.51B
$1.35K ﹤0.01%
+80
ED icon
888
Consolidated Edison
ED
$35.7B
$1.31K ﹤0.01%
13
-96
KMI icon
889
Kinder Morgan
KMI
$59B
$1.3K ﹤0.01%
+46
BAI
890
iShares A.I. Innovation and Tech Active ETF
BAI
$7.43B
$1.3K ﹤0.01%
+38
MAA icon
891
Mid-America Apartment Communities
MAA
$15.8B
$1.26K ﹤0.01%
9
-62
BABA icon
892
Alibaba
BABA
$375B
$1.25K ﹤0.01%
7
-4
KMB icon
893
Kimberly-Clark
KMB
$35.2B
$1.24K ﹤0.01%
10
-73
RELX icon
894
RELX
RELX
$73.4B
$1.24K ﹤0.01%
+26
XIFR
895
XPLR Infrastructure LP
XIFR
$863M
$1.22K ﹤0.01%
120
NANC icon
896
Unusual Whales Subversive Democratic Trading ETF
NANC
$263M
$1.21K ﹤0.01%
27
OXY.WS icon
897
Occidental Petroleum Corp Warrants
OXY.WS
$18.4B
$1.2K ﹤0.01%
47
SJM icon
898
J.M. Smucker
SJM
$10.7B
$1.2K ﹤0.01%
11
-82
PCAR icon
899
PACCAR
PCAR
$55.1B
$1.18K ﹤0.01%
12
-13
LXU icon
900
LSB Industries
LXU
$645M
$1.18K ﹤0.01%
+149
34 35
36
37 38