CA
Crewe Advisors Portfolio holdings
AUM
$1.13B
1-Year Est. Return
29.71%
This Fund
S&P 500
1 Year Est. Return
+29.71%
AUM
$1.13B
AUM Growth
+$81M
(+7.7%)
Holding
1,139
Top Buys
| 1 | +$22.7M | |
| 2 | +$2.48M | |
| 3 | +$2.37M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$2.09M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.07M |
Top Sells
| 1 | +$8.88M | |
| 2 | +$2.5M | |
| 3 | +$1.16M | |
| 4 |
Tesla
TSLA
|
+$1.13M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1126
Wendy's
WEN
$1.43B
| – | – |
-440
|
|
||
1127
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.62B
| – | – |
-53
|
|
||
1128
Invesco S&P MidCap Quality ETF
XMHQ
$5.39B
| – | – |
-361
|
|
||
1129
Allegion
ALLE
$13.4B
| – | – |
-10
|
|
||
1130
Chord Energy
CHRD
$5.9B
| – | – |
-118
|
|
||
1131
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.54B
| – | – |
-238
|
|
||
1132
Deckers Outdoor
DECK
$17B
| – | – |
-5
|
|
||
1133
Dow Inc
DOW
$21.5B
| – | – |
-1,055
|
|
||
1134
ALPS Equal Sector Weight ETF
EQL
$654M
| – | – |
-1,800
|
|
||
1135
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.13B
| – | – |
-16
|
|
||
1136
F5
FFIV
$15.7B
| – | – |
-107
|
|
||
1137
Palladyne AI
PDYN
$324M
| – | – |
-37,744
|
|
||
|
BTC
1138
Grayscale Bitcoin Mini Trust ETF
BTC
$3.02B
| – | – |
-1,061
|
|
||
|
GLIBK
1139
GCI Liberty Inc Series C
GLIBK
$1.56B
| – | – |
-55
|
|