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
GOP
901
Unusual Whales Subversive Republican Trading ETF
GOP
$60.2M
$1.17K ﹤0.01%
32
SO icon
902
Southern Company
SO
$98.3B
$1.14K ﹤0.01%
12
-7
IDV icon
903
iShares International Select Dividend ETF
IDV
$6.25B
$1.12K ﹤0.01%
31
+7
GLNG icon
904
Golar LNG
GLNG
$3.73B
$1.09K ﹤0.01%
+27
ACGL icon
905
Arch Capital
ACGL
$33.9B
$1.09K ﹤0.01%
12
-95
RDY icon
906
Dr. Reddy's Laboratories
RDY
$11.6B
$1.08K ﹤0.01%
+77
THRO
907
iShares U.S. Thematic Rotation Active ETF
THRO
$6.77B
$1.06K ﹤0.01%
+28
EG icon
908
Everest Group
EG
$13.2B
$1.05K ﹤0.01%
3
-25
TQQQ icon
909
ProShares UltraPro QQQ
TQQQ
$29.1B
$1.03K ﹤0.01%
+20
VGLT icon
910
Vanguard Long-Term Treasury ETF
VGLT
$10B
$1.02K ﹤0.01%
18
DAIC
911
CID HoldCo Inc
DAIC
$43.6M
$1.02K ﹤0.01%
+400
EVR icon
912
Evercore
EVR
$12.2B
$1.01K ﹤0.01%
3
VSTS icon
913
Vestis
VSTS
$836M
$1.01K ﹤0.01%
+223
VRSK icon
914
Verisk Analytics
VRSK
$31.1B
$1.01K ﹤0.01%
+4
CRUS icon
915
Cirrus Logic
CRUS
$6.05B
$1K ﹤0.01%
+8
NIXT
916
Research Affiliates Deletions ETF
NIXT
$33.4M
$996 ﹤0.01%
38
WDFC icon
917
WD-40
WDFC
$2.64B
$988 ﹤0.01%
+5
ASML icon
918
ASML
ASML
$389B
$969 ﹤0.01%
+1
THNQ icon
919
ROBO Global Artificial Intelligence ETF
THNQ
$289M
$961 ﹤0.01%
15
+10
PPC icon
920
Pilgrim's Pride
PPC
$8.89B
$937 ﹤0.01%
+23
NMRK icon
921
Newmark Group
NMRK
$3.12B
$933 ﹤0.01%
50
GTLB icon
922
GitLab
GTLB
$6.88B
$902 ﹤0.01%
20
-6
SPYD icon
923
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.27B
$898 ﹤0.01%
20
DJT icon
924
Trump Media & Technology Group
DJT
$3.01B
$887 ﹤0.01%
54
ALHC icon
925
Alignment Healthcare
ALHC
$3.83B
$873 ﹤0.01%
50
35 36
37
38 39