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Crewe Advisors Portfolio holdings

AUM $1.38B
1-Year Est. Return 41.76%
This Fund
S&P 500
This Quarter Est. Return
-2.56%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
+$85.4M
Cap. Flow %
7.29%
Top 10 Hldgs %
52.99%
Holding
1,171
New
72
Increased
375
Reduced
162
Closed
133

Top Buys

Rank Stock Value
1
PACS icon
PACS Group
PACS
+$22.3M
2
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$15.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$10.6M
2
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.25M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

Rank Sector Weight
1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RIO icon
1126
Rio Tinto
RIO
$149B
– –
-275
Closed -$22K
RRC icon
1127
Range Resources
RRC
$8.94B
– –
-43
Closed -$1.52K
RYAAY icon
1128
Ryanair
RYAAY
$31.1B
– –
-6
Closed -$434
SAN icon
1129
Banco Santander
SAN
$200B
– –
-78
Closed -$915
SAP icon
1130
SAP
SAP
$209B
– –
-19
Closed -$4.62K
SE icon
1131
Sea Limited
SE
$65.8B
– –
-29
Closed -$3.7K
SG icon
1132
Sweetgreen
SG
$756M
– –
-10
Closed -$68
SHYG icon
1133
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
– –
-440
Closed -$18.9K
SIVR icon
1134
abrdn Physical Silver Shares ETF
SIVR
$3.97B
– –
-22
Closed -$1.49K
SLVM icon
1135
Sylvamo
SLVM
$1.55B
– –
-44
Closed -$2.12K
SMWB icon
1136
Similarweb
SMWB
$629M
– –
-734
Closed -$5.5K
SPSB icon
1137
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
– –
-311
Closed -$9.39K
SPSC icon
1138
SPS Commerce
SPSC
$2.52B
– –
-13
Closed -$1.16K
SPTL icon
1139
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
– –
-786
Closed -$20.8K
SRPT icon
1140
Sarepta Therapeutics
SRPT
$1.63B
– –
-155
Closed -$3.34K
STE icon
1141
Steris
STE
$22.5B
– –
-6
Closed -$1.52K
STZ icon
1142
Constellation Brands
STZ
$22.5B
– –
-19
Closed -$2.62K
SWKS icon
1143
Skyworks Solutions
SWKS
$9.74B
– –
-39
Closed -$2.47K
TDC icon
1144
Teradata
TDC
$2.75B
– –
-37
Closed -$1.13K
TEF
1145
DELISTED
Telefonica
TEF
– –
-573
Closed -$2.32K
TH icon
1146
Target Hospitality
TH
$1.47B
– –
-200
Closed -$1.6K
TLYS icon
1147
Tilly's
TLYS
$118M
– –
-6,000
Closed -$11.9K
TME icon
1148
Tencent Music
TME
$15.6B
– –
-112
Closed -$1.96K
TNC icon
1149
Tennant Co
TNC
$1.5B
– –
-27
Closed -$1.99K
TNL icon
1150
Travel + Leisure Co
TNL
$4.81B
– –
-5
Closed -$353
43 44 45
46
47

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AO
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RAM
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IC
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PFM
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RIM
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AU
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Crewe Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Crewe Advisors held 1,171 positions worth $1.17B, up 3.8% from $1.13B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Crewe Advisors deployed $85.4M of net new capital in Q1 2026, opening 72 new positions and adding to 375 existing holdings. Its largest new stake was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.

By sector, the portfolio is most concentrated in Healthcare at 8.3% of assets, up from 8.1% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Tesla, an estimated $10.6M trimmed.

  • Crewe Advisors's largest Q1 2026 buy was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.
  • Crewe Advisors added most to PACS Group in Q1 2026, an estimated $22.3M increase.
  • Crewe Advisors's biggest Q1 2026 reduction was Tesla, cutting an estimated $10.6M.
  • Crewe Advisors fully exited First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, selling an estimated $59K.
  • Crewe Advisors's ten largest holdings make up 53% of its $1.17B portfolio in Q1 2026.
  • Crewe Advisors opened 72 new positions and closed 133 in Q1 2026.
  • Crewe Advisors's portfolio value rose 3.8% quarter-over-quarter to $1.17B.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.