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CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1 +$22.3M
2 +$15.5M
3 +$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1 +$10.6M
2 +$4.25M
3 +$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BTC
926
Grayscale Bitcoin Mini Trust ETF
BTC
$3.39B
$1.56K ﹤0.01%
+52
VOE icon
927
Vanguard Mid-Cap Value ETF
VOE
$23.4B
$1.54K ﹤0.01%
8
NTAP icon
928
NetApp
NTAP
$33.1B
$1.54K ﹤0.01%
15
+12
NNE
929
Nano Nuclear Energy
NNE
$983M
$1.54K ﹤0.01%
75
ITT icon
930
ITT
ITT
$17.4B
$1.52K ﹤0.01%
8
CCSO icon
931
Carbon Collective Climate Solutions US Equity ETF
CCSO
$46.6M
$1.52K ﹤0.01%
59
IDV icon
932
iShares International Select Dividend ETF
IDV
$8.16B
$1.49K ﹤0.01%
35
+9
SCI icon
933
Service Corp International
SCI
$10.7B
$1.49K ﹤0.01%
18
SBRA icon
934
Sabra Healthcare REIT
SBRA
$4.95B
$1.48K ﹤0.01%
77
+62
WSO icon
935
Watsco Inc
WSO
$15.8B
$1.46K ﹤0.01%
4
ICE icon
936
Intercontinental Exchange
ICE
$76.5B
$1.42K ﹤0.01%
+9
TKO icon
937
TKO Group
TKO
$13.8B
$1.41K ﹤0.01%
+7
PSKY
938
Paramount Skydance Corp
PSKY
$10.5B
$1.39K ﹤0.01%
154
PCAR icon
939
PACCAR
PCAR
$65.6B
$1.39K ﹤0.01%
12
-13
GPC icon
940
Genuine Parts
GPC
$17.3B
$1.38K ﹤0.01%
13
+10
IGV icon
941
iShares Expanded Tech-Software Sector ETF
IGV
$13.8B
$1.36K ﹤0.01%
17
-276
BE icon
942
Bloom Energy
BE
$69.6B
$1.35K ﹤0.01%
+10
HPQ icon
943
HP
HPQ
$22.1B
$1.35K ﹤0.01%
70
+56
NTES icon
944
NetEase
NTES
$82B
$1.34K ﹤0.01%
12
XIFR
945
XPLR Infrastructure LP
XIFR
$1.15B
$1.27K ﹤0.01%
120
BAI
946
iShares A.I. Innovation and Tech Active ETF
BAI
$14.1B
$1.25K ﹤0.01%
38
GOP
947
Unusual Whales Subversive Republican Trading ETF
GOP
$87.3M
$1.21K ﹤0.01%
32
UHAL icon
948
U-Haul Holding Co
UHAL
$13.2B
$1.2K ﹤0.01%
25
LOGI icon
949
Logitech
LOGI
$14.6B
$1.19K ﹤0.01%
13
VNQI icon
950
Vanguard Global ex-US Real Estate ETF
VNQI
$3.44B
$1.16K ﹤0.01%
+26