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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
$1.17B
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,171
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15.5M
3
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

1
+$10.6M
2
+$4.25M
3
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

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
QUAL icon
126
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$505K 0.04%
2,632
-18
ITOT icon
127
iShares Core S&P Total US Stock Market ETF
ITOT
$94.9B
$496K 0.04%
3,480
+8
SDY icon
128
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$488K 0.04%
3,347
-20
MMM icon
129
3M
MMM
$82.2B
$477K 0.04%
3,281
+30
BMY icon
130
Bristol-Myers Squibb
BMY
$118B
$474K 0.04%
7,815
+58
AMGN icon
131
Amgen
AMGN
$196B
$470K 0.04%
1,335
+30
EMXC icon
132
iShares MSCI Emerging Markets ex China ETF
EMXC
$25B
$464K 0.04%
5,902
+5,201
MCK icon
133
McKesson
MCK
$94.4B
$459K 0.04%
530
+1
CGUS icon
134
Capital Group Core Equity ETF
CGUS
$11.2B
$457K 0.04%
11,896
-409
LOW icon
135
Lowe's Companies
LOW
$119B
$451K 0.04%
1,908
+23
IWV icon
136
iShares Russell 3000 ETF
IWV
$19.8B
$450K 0.04%
1,213
-4
IJK icon
137
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11B
$449K 0.04%
4,458
GEV icon
138
GE Vernova
GEV
$293B
$444K 0.04%
509
+16
GIS icon
139
General Mills
GIS
$19.3B
$439K 0.04%
11,801
-24
TXN icon
140
Texas Instruments
TXN
$283B
$438K 0.04%
2,256
+16
DIA icon
141
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.7B
$436K 0.04%
941
-6
TMO icon
142
Thermo Fisher Scientific
TMO
$196B
$422K 0.04%
858
+2
ALL icon
143
Allstate
ALL
$64.8B
$421K 0.04%
2,031
+11
IWD icon
144
iShares Russell 1000 Value ETF
IWD
$81.5B
$401K 0.03%
1,879
BP icon
145
BP
BP
$101B
$400K 0.03%
8,507
+18
SHW icon
146
Sherwin-Williams
SHW
$82.4B
$392K 0.03%
1,223
-1,062
NWE icon
147
NorthWestern Energy
NWE
$4.47B
$390K 0.03%
5,916
+61
GS icon
148
Goldman Sachs
GS
$311B
$387K 0.03%
458
+8
MU icon
149
Micron Technology
MU
$1.11T
$385K 0.03%
1,139
+24
PLTR icon
150
Palantir
PLTR
$304B
$381K 0.03%
2,608
+143
4 5
6
7 8