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
$1.13B
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
$20.8B
$1.52K ﹤0.01%
+6
RRC icon
927
Range Resources
RRC
$9.65B
$1.52K ﹤0.01%
+43
HIG icon
928
Hartford Financial Services
HIG
$36.2B
$1.52K ﹤0.01%
+11
LKFT
929
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.86B
$1.5K ﹤0.01%
46
ALC icon
930
Alcon
ALC
$30.9B
$1.5K ﹤0.01%
19
+8
SIVR icon
931
abrdn Physical Silver Shares ETF
SIVR
$6.02B
$1.49K ﹤0.01%
+22
VSTS icon
932
Vestis
VSTS
$1.42B
$1.49K ﹤0.01%
223
VOE icon
933
Vanguard Mid-Cap Value ETF
VOE
$22.3B
$1.49K ﹤0.01%
8
EXLS icon
934
EXL Service
EXLS
$4.14B
$1.49K ﹤0.01%
+35
MOD icon
935
Modine Manufacturing
MOD
$15.1B
$1.47K ﹤0.01%
+11
CCSO icon
936
Carbon Collective Climate Solutions US Equity ETF
CCSO
$47.8M
$1.45K ﹤0.01%
59
PKG icon
937
Packaging Corp of America
PKG
$19.5B
$1.44K ﹤0.01%
+7
CLOI icon
938
VanEck CLO ETF
CLOI
$1.32B
$1.43K ﹤0.01%
+27
CWAN icon
939
Clearwater Analytics
CWAN
$7.24B
$1.42K ﹤0.01%
+59
HWKN icon
940
Hawkins
HWKN
$3.57B
$1.42K ﹤0.01%
+10
UTZ icon
941
Utz Brands
UTZ
$622M
$1.41K ﹤0.01%
136
SCI icon
942
Service Corp International
SCI
$10.7B
$1.4K ﹤0.01%
18
DLR icon
943
Digital Realty Trust
DLR
$68.3B
$1.39K ﹤0.01%
+9
ELME
944
Elme Communities
ELME
$180M
$1.39K ﹤0.01%
80
ITT icon
945
ITT
ITT
$18.3B
$1.39K ﹤0.01%
8
WDC icon
946
Western Digital
WDC
$171B
$1.38K ﹤0.01%
+8
AGNT
947
eXp World Holdings
AGNT
$848M
$1.38K ﹤0.01%
152
WSO icon
948
Watsco Inc
WSO
$16.9B
$1.35K ﹤0.01%
4
SMCI icon
949
Super Micro Computer
SMCI
$19.5B
$1.32K ﹤0.01%
45
+15
LOGI icon
950
Logitech
LOGI
$14.9B
$1.3K ﹤0.01%
13