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
SJM icon
976
J.M. Smucker
SJM
$11.4B
$1.08K ﹤0.01%
11
TGT icon
977
Target
TGT
$52.7B
$1.08K ﹤0.01%
+11
TQQQ icon
978
ProShares UltraPro QQQ
TQQQ
$28.9B
$1.05K ﹤0.01%
20
ECL icon
979
Ecolab
ECL
$86.8B
$1.05K ﹤0.01%
+4
BABA icon
980
Alibaba
BABA
$364B
$1.03K ﹤0.01%
7
QUBT icon
981
Quantum Computing Inc
QUBT
$1.95B
$1.03K ﹤0.01%
+100
IDV icon
982
iShares International Select Dividend ETF
IDV
$8.25B
$1.02K ﹤0.01%
26
-5
EVR icon
983
Evercore
EVR
$12.3B
$1.02K ﹤0.01%
3
EG icon
984
Everest Group
EG
$13.7B
$1.02K ﹤0.01%
3
NIXT
985
Research Affiliates Deletions ETF
NIXT
$35.5M
$1.01K ﹤0.01%
38
GLNG icon
986
Golar LNG
GLNG
$4.41B
$1K ﹤0.01%
27
VGLT icon
987
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$1K ﹤0.01%
18
TSN icon
988
Tyson Foods
TSN
$22B
$997 ﹤0.01%
+17
ALHC icon
989
Alignment Healthcare
ALHC
$4.03B
$988 ﹤0.01%
50
WDFC icon
990
WD-40
WDFC
$3.31B
$985 ﹤0.01%
5
JNK icon
991
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.93B
$973 ﹤0.01%
+10
VST icon
992
Vistra
VST
$59.4B
$968 ﹤0.01%
+6
ERIC icon
993
Ericsson
ERIC
$37.3B
$965 ﹤0.01%
100
THNQ icon
994
ROBO Global Artificial Intelligence ETF
THNQ
$292M
$953 ﹤0.01%
15
IAGG icon
995
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$951 ﹤0.01%
19
-196
CRUS icon
996
Cirrus Logic
CRUS
$7.32B
$948 ﹤0.01%
8
AZTA icon
997
Azenta
AZTA
$1.28B
$932 ﹤0.01%
+28
POOL icon
998
Pool Corp
POOL
$8B
$915 ﹤0.01%
+4
SAN icon
999
Banco Santander
SAN
$193B
$915 ﹤0.01%
+78
OXY.WS icon
1000
Occidental Petroleum Corp Warrants
OXY.WS
$27.1B
$906 ﹤0.01%
47