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
GS icon
151
Goldman Sachs
GS
$241B
$351K 0.03%
441
+112
MS icon
152
Morgan Stanley
MS
$263B
$351K 0.03%
+2,206
BMY icon
153
Bristol-Myers Squibb
BMY
$99.9B
$345K 0.03%
+7,657
IWR icon
154
iShares Russell Mid-Cap ETF
IWR
$45.1B
$343K 0.03%
3,549
NWE icon
155
NorthWestern Energy
NWE
$4.15B
$340K 0.03%
5,796
+65
CRWD icon
156
CrowdStrike
CRWD
$129B
$332K 0.03%
677
+673
OEF icon
157
iShares S&P 100 ETF
OEF
$28.6B
$326K 0.03%
980
+7
BP icon
158
BP
BP
$91.2B
$325K 0.03%
9,441
+149
PDYN icon
159
Palladyne AI
PDYN
$239M
$324K 0.03%
+37,744
PAVE icon
160
Global X US Infrastructure Development ETF
PAVE
$9.71B
$312K 0.03%
6,545
+4,072
MDB icon
161
MongoDB
MDB
$27B
$311K 0.03%
1,002
SONY icon
162
Sony
SONY
$171B
$304K 0.03%
+10,550
PFE icon
163
Pfizer
PFE
$146B
$304K 0.03%
11,918
-1,401
HON icon
164
Honeywell
HON
$121B
$303K 0.03%
1,442
+217
BUFG icon
165
FT Vest Buffered Allocation Growth ETF
BUFG
$291M
$299K 0.03%
11,115
-382
C icon
166
Citigroup
C
$181B
$299K 0.03%
+2,943
IREN icon
167
Iris Energy
IREN
$13.5B
$298K 0.03%
6,350
EPI icon
168
WisdomTree India Earnings Fund ETF
EPI
$2.83B
$294K 0.03%
6,650
ACWI icon
169
iShares MSCI ACWI ETF
ACWI
$23.7B
$292K 0.03%
2,111
RBLX icon
170
Roblox
RBLX
$63.9B
$288K 0.03%
2,082
+2,079
RSP icon
171
Invesco S&P 500 Equal Weight ETF
RSP
$73B
$287K 0.03%
1,513
-116
CSCO icon
172
Cisco
CSCO
$302B
$284K 0.03%
4,146
-2,061
CRM icon
173
Salesforce
CRM
$223B
$283K 0.03%
1,193
+175
WFC icon
174
Wells Fargo
WFC
$267B
$278K 0.03%
+3,318
WM icon
175
Waste Management
WM
$87.1B
$271K 0.03%
1,226
-44
5 6
7
8 9