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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
$1.13B
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$2.48M
3
+$2.37M
4
BND icon
Vanguard Total Bond Market
BND
+$2.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.07M

Top Sells

1
+$8.88M
2
+$2.5M
3
+$1.16M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
AAPL icon
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
IVE icon
126
iShares S&P 500 Value ETF
IVE
$47.7B
$513K 0.05%
2,419
+1,206
IEI icon
127
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$508K 0.05%
4,254
+50
TMO icon
128
Thermo Fisher Scientific
TMO
$171B
$496K 0.04%
856
CGUS icon
129
Capital Group Core Equity ETF
CGUS
$10.9B
$495K 0.04%
12,305
+6,706
INTU icon
130
Intuit
INTU
$70.9B
$475K 0.04%
717
-28
IWV icon
131
iShares Russell 3000 ETF
IWV
$19.3B
$471K 0.04%
1,217
SDY icon
132
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$469K 0.04%
3,367
JEF icon
133
Jefferies Financial Group
JEF
$12.9B
$468K 0.04%
7,546
WEC icon
134
WEC Energy
WEC
$37B
$459K 0.04%
4,350
+28
DIA icon
135
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.2B
$455K 0.04%
947
-193
LOW icon
136
Lowe's Companies
LOW
$121B
$455K 0.04%
1,885
-87
PLTR icon
137
Palantir
PLTR
$294B
$438K 0.04%
2,465
+181
MCK icon
138
McKesson
MCK
$88.2B
$434K 0.04%
529
-28
IJK icon
139
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.5B
$432K 0.04%
4,458
AMGN icon
140
Amgen
AMGN
$184B
$427K 0.04%
1,305
+10
ALL icon
141
Allstate
ALL
$58.2B
$420K 0.04%
2,020
+6
MDB icon
142
MongoDB
MDB
$25.3B
$420K 0.04%
1,000
-2
BMY icon
143
Bristol-Myers Squibb
BMY
$111B
$418K 0.04%
7,757
+100
PANW icon
144
Palo Alto Networks
PANW
$236B
$413K 0.04%
2,242
+15
IBIT icon
145
iShares Bitcoin Trust
IBIT
$49.8B
$406K 0.04%
8,179
+7,031
XLF icon
146
State Street Financial Select Sector SPDR ETF
XLF
$51.6B
$404K 0.04%
7,378
-516
MS icon
147
Morgan Stanley
MS
$358B
$397K 0.04%
2,237
+31
GS icon
148
Goldman Sachs
GS
$323B
$395K 0.04%
450
+9
IWD icon
149
iShares Russell 1000 Value ETF
IWD
$77.2B
$395K 0.04%
1,879
TXN icon
150
Texas Instruments
TXN
$303B
$389K 0.03%
2,240
-23
4 5
6
7 8