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
BAC icon
76
Bank of America
BAC
$374B
$1.08M 0.1%
19,657
+149
EXE
77
Expand Energy Corp
EXE
$23.2B
$1.04M 0.09%
9,433
SHEL icon
78
Shell
SHEL
$235B
$1.04M 0.09%
14,146
-697
SMAX
79
iShares Large Cap Max Buffer Sep ETF
SMAX
$98.2M
$1.03M 0.09%
38,118
+3,726
MAXJ
80
iShares Large Cap Max Buffer Jun ETF
MAXJ
$148M
$1.02M 0.09%
36,295
RTX icon
81
RTX Corp
RTX
$238B
$1.02M 0.09%
5,568
-39
BX icon
82
Blackstone
BX
$150B
$1.02M 0.09%
6,624
+25
MRK icon
83
Merck
MRK
$277B
$1.02M 0.09%
9,684
+57
DMAX
84
iShares Large Cap Max Buffer Dec ETF
DMAX
$137M
$1.01M 0.09%
37,807
GSAT icon
85
Globalstar
GSAT
$10.5B
$992K 0.09%
16,256
AN icon
86
AutoNation
AN
$6.86B
$983K 0.09%
4,761
WMT icon
87
Walmart Inc
WMT
$1.04T
$972K 0.09%
8,725
+5
CAT icon
88
Caterpillar
CAT
$413B
$922K 0.08%
1,610
+15
LLY icon
89
Eli Lilly
LLY
$869B
$911K 0.08%
848
-174
VXF icon
90
Vanguard Extended Market ETF
VXF
$28.6B
$880K 0.08%
4,207
GE icon
91
GE Aerospace
GE
$316B
$857K 0.08%
2,782
+20
BKNG icon
92
Booking.com
BKNG
$133B
$822K 0.07%
3,825
VUG icon
93
Vanguard Growth ETF
VUG
$36.6B
$804K 0.07%
9,888
+204
SCHB icon
94
Schwab US Broad Market ETF
SCHB
$41.7B
$786K 0.07%
29,967
-4,776
EMB icon
95
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
$766K 0.07%
7,959
-39
MLM icon
96
Martin Marietta Materials
MLM
$37B
$763K 0.07%
1,226
-135
SHW icon
97
Sherwin-Williams
SHW
$79.8B
$740K 0.07%
2,285
-8
AMP icon
98
Ameriprise Financial
AMP
$42.8B
$691K 0.06%
1,409
BA icon
99
Boeing
BA
$182B
$690K 0.06%
3,177
+29
IWB icon
100
iShares Russell 1000 ETF
IWB
$47B
$685K 0.06%
1,833
2 3
4
5 6