CA

Crewe Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$31.2M
3
+$18.6M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.1M

Top Sells

1
+$1.21M
2
+$1.08M
3
+$1.08M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$523K
5
VO icon
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
LOW icon
126
Lowe's Companies
LOW
$134B
$496K 0.05%
+1,972
WEC icon
127
WEC Energy
WEC
$36.2B
$495K 0.05%
4,322
+18
SCHF icon
128
Schwab International Equity ETF
SCHF
$52.6B
$495K 0.05%
21,249
JEF icon
129
Jefferies Financial Group
JEF
$11.7B
$494K 0.05%
7,546
ITOT icon
130
iShares Core S&P Total US Stock Market ETF
ITOT
$79.2B
$486K 0.05%
3,340
+20
SDY icon
131
State Street SPDR S&P Dividend ETF
SDY
$20B
$472K 0.05%
3,367
-187
IWV icon
132
iShares Russell 3000 ETF
IWV
$18B
$461K 0.04%
1,217
-15
PANW icon
133
Palo Alto Networks
PANW
$130B
$453K 0.04%
2,227
+102
ALL icon
134
Allstate
ALL
$55.6B
$432K 0.04%
2,014
-102
MCK icon
135
McKesson
MCK
$110B
$430K 0.04%
557
+61
IJK icon
136
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.07B
$427K 0.04%
4,458
-5,450
XLF icon
137
Financial Select Sector SPDR Fund
XLF
$52.5B
$425K 0.04%
7,894
+677
PLTR icon
138
Palantir
PLTR
$390B
$417K 0.04%
2,284
+1,514
TXN icon
139
Texas Instruments
TXN
$147B
$416K 0.04%
2,263
-75
TMO icon
140
Thermo Fisher Scientific
TMO
$225B
$415K 0.04%
+856
JEPQ icon
141
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.4B
$406K 0.04%
+7,061
AZO icon
142
AutoZone
AZO
$65.7B
$403K 0.04%
94
+16
IWD icon
143
iShares Russell 1000 Value ETF
IWD
$66.8B
$383K 0.04%
1,879
+683
SYK icon
144
Stryker
SYK
$143B
$382K 0.04%
1,034
AMGN icon
145
Amgen
AMGN
$184B
$365K 0.03%
1,295
+1
IQDF icon
146
FlexShares International Quality Dividend Index Fund
IQDF
$871M
$363K 0.03%
12,722
+8,707
GEV icon
147
GE Vernova
GEV
$155B
$357K 0.03%
580
-3
LIN icon
148
Linde
LIN
$190B
$354K 0.03%
+745
DIS icon
149
Walt Disney
DIS
$184B
$354K 0.03%
3,090
-206
NUE icon
150
Nucor
NUE
$35.8B
$352K 0.03%
2,596
+307
4 5
6
7 8