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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
$1.13B
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
WU icon
1026
Western Union
WU
$2.22B
$671 ﹤0.01%
+72
EXR icon
1027
Extra Space Storage
EXR
$30.8B
$652 ﹤0.01%
5
GRMN icon
1028
Garmin
GRMN
$44.9B
$609 ﹤0.01%
+3
JSTC icon
1029
Adasina Social Justice All Cap Global ETF
JSTC
$303M
$609 ﹤0.01%
30
RELX icon
1030
RELX
RELX
$55B
$607 ﹤0.01%
15
-11
BKR icon
1031
Baker Hughes
BKR
$57.7B
$593 ﹤0.01%
+13
NICE icon
1032
Nice
NICE
$4.99B
$566 ﹤0.01%
5
CHKP icon
1033
Check Point Software Technologies
CHKP
$12.9B
$557 ﹤0.01%
+3
TRGP icon
1034
Targa Resources
TRGP
$55.3B
$554 ﹤0.01%
+3
PK icon
1035
Park Hotels & Resorts
PK
$2.98B
$544 ﹤0.01%
+52
BEKE icon
1036
KE Holdings
BEKE
$16.6B
$536 ﹤0.01%
34
EMR icon
1037
Emerson Electric
EMR
$84.4B
$531 ﹤0.01%
+4
EVTV icon
1038
Envirotech Vehicles
EVTV
$19.8M
$528 ﹤0.01%
1,470
WCN
1039
Waste Connections
WCN
$39.1B
$527 ﹤0.01%
+3
DRNZ
1040
REX Drone ETF
DRNZ
$104M
$523 ﹤0.01%
+24
ADGM
1041
Adagio Medical Holdings
ADGM
$15.6M
$520 ﹤0.01%
+500
ZM icon
1042
Zoom
ZM
$24.9B
$518 ﹤0.01%
6
JEDI
1043
Defiance Drone and Modern Warfare ETF
JEDI
$153M
$510 ﹤0.01%
+21
CLOV icon
1044
Clover Health Investments
CLOV
$2.68B
$503 ﹤0.01%
214
+164
RMD icon
1045
ResMed
RMD
$27.4B
$482 ﹤0.01%
+2
WYNN icon
1046
Wynn Resorts
WYNN
$10.8B
$482 ﹤0.01%
4
DXCM icon
1047
DexCom
DXCM
$27B
$465 ﹤0.01%
+7
CCI icon
1048
Crown Castle
CCI
$36.2B
$445 ﹤0.01%
+5
RYAAY icon
1049
Ryanair
RYAAY
$32.8B
$434 ﹤0.01%
+6
CTRA
1050
DELISTED
Coterra Energy
CTRA
$422 ﹤0.01%
+16