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
STE icon
926
Steris
STE
$24.7B
$1.52K ﹤0.01%
+6
RRC icon
927
Range Resources
RRC
$9.27B
$1.52K ﹤0.01%
+43
HIG icon
928
Hartford Financial Services
HIG
$39.1B
$1.52K ﹤0.01%
+11
GLPG icon
929
Galapagos
GLPG
$2.24B
$1.5K ﹤0.01%
46
ALC icon
930
Alcon
ALC
$42.4B
$1.5K ﹤0.01%
19
+8
SIVR icon
931
abrdn Physical Silver Shares ETF
SIVR
$6.57B
$1.49K ﹤0.01%
+22
VSTS icon
932
Vestis
VSTS
$1.01B
$1.49K ﹤0.01%
223
EXLS icon
933
EXL Service
EXLS
$4.55B
$1.49K ﹤0.01%
+35
VOE icon
934
Vanguard Mid-Cap Value ETF
VOE
$22.1B
$1.49K ﹤0.01%
8
MOD icon
935
Modine Manufacturing
MOD
$12.1B
$1.47K ﹤0.01%
+11
CCSO icon
936
Carbon Collective Climate Solutions US Equity ETF
CCSO
$44.9M
$1.45K ﹤0.01%
59
PKG icon
937
Packaging Corp of America
PKG
$20.8B
$1.44K ﹤0.01%
+7
CLOI icon
938
VanEck CLO ETF
CLOI
$1.37B
$1.43K ﹤0.01%
+27
CWAN icon
939
Clearwater Analytics
CWAN
$6.92B
$1.42K ﹤0.01%
+59
HWKN icon
940
Hawkins
HWKN
$3.06B
$1.42K ﹤0.01%
+10
UTZ icon
941
Utz Brands
UTZ
$836M
$1.41K ﹤0.01%
136
SCI icon
942
Service Corp International
SCI
$11.2B
$1.4K ﹤0.01%
18
DLR icon
943
Digital Realty Trust
DLR
$61.7B
$1.39K ﹤0.01%
+9
ELME
944
Elme Communities
ELME
$193M
$1.39K ﹤0.01%
80
ITT icon
945
ITT
ITT
$18B
$1.39K ﹤0.01%
8
WDC icon
946
Western Digital
WDC
$98.6B
$1.38K ﹤0.01%
+8
EXPI icon
947
eXp World Holdings
EXPI
$1.16B
$1.38K ﹤0.01%
152
WSO icon
948
Watsco Inc
WSO
$16.5B
$1.35K ﹤0.01%
4
SMCI icon
949
Super Micro Computer
SMCI
$20.1B
$1.32K ﹤0.01%
45
+15
LOGI icon
950
Logitech
LOGI
$13.2B
$1.3K ﹤0.01%
13