CA
Crewe Advisors Portfolio holdings
AUM
$1.05B
1-Year Est. Return
12.48%
1 Year Est. Return
+12.48%
AUM
$1.05B
AUM Growth
+$341M
(+48%)
Holding
1,072
Top Buys
| 1 | +$132M | |
| 2 | +$31.2M | |
| 3 | +$18.6M | |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$18.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$13.1M |
Top Sells
| 1 | +$1.21M | |
| 2 | +$1.08M | |
| 3 | +$1.08M | |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$523K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$522K |
Sector Composition
| 1 | Technology | 8.66% |
| 2 | Financials | 7.88% |
| 3 | Consumer Discretionary | 3.21% |
| 4 | Communication Services | 3.1% |
| 5 | Energy | 2.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1051
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
| – | – |
-469
|
|
||
1052
NEOS S&P 500 High Income ETF
SPYI
$6.12B
| – | – |
-25
|
|
||
1053
Seagate
STX
$57.1B
| – | – |
-40
|
|
||
1054
Stanley Black & Decker
SWK
$11B
| – | – |
-4
|
|
||
1055
Truist Financial
TFC
$59.3B
| – | – |
-360
|
|
||
1056
Target
TGT
$39.2B
| – | – |
-32
|
|
||
1057
Thor Industries
THO
$5.67B
| – | – |
-4
|
|
||
1058
Tapestry
TPR
$22B
| – | – |
-115
|
|
||
1059
Targa Resources
TRGP
$36.7B
| – | – |
-2
|
|
||
1060
TC Energy
TRP
$55.9B
| – | – |
-47
|
|
||
1061
Textron
TXT
$14.6B
| – | – |
-4
|
|
||
1062
Global X Uranium ETF
URA
$4.98B
| – | – |
-2
|
|
||
1063
VICI Properties
VICI
$30.7B
| – | – |
-13
|
|
||
1064
Veralto
VLTO
$25.8B
| – | – |
-21
|
|
||
1065
Waste Connections
WCN
$45.2B
| – | – |
-3
|
|
||
1066
Welltower
WELL
$140B
| – | – |
-3
|
|
||
1067
W.P. Carey
WPC
$14.7B
| – | – |
-5
|
|
||
1068
Xcel Energy
XEL
$47.6B
| – | – |
-45
|
|
||
1069
Global X S&P 500 Covered Call ETF
XYLD
$3.02B
| – | – |
-6
|
|
||
1070
Zillow
Z
$17.9B
| – | – |
-4
|
|
||
|
NBIS
1071
Nebius Group N.V.
NBIS
$22.4B
| – | – |
-11
|
|
||
|
AMTM
1072
Amentum Holdings
AMTM
$7.3B
| – | – |
-3
|
|