CA

Crewe Advisors Portfolio holdings

AUM $1.13B
1-Year Est. Return 29.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.71%
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
HON icon
176
Honeywell
HON
$154B
$284K 0.03%
1,458
+16
NEE icon
177
NextEra Energy
NEE
$198B
$283K 0.03%
3,530
+32
PEP icon
178
PepsiCo
PEP
$231B
$275K 0.02%
1,919
+48
GDX icon
179
VanEck Gold Miners ETF
GDX
$35.1B
$273K 0.02%
3,186
SONY icon
180
Sony
SONY
$128B
$271K 0.02%
10,596
+46
WM icon
181
Waste Management
WM
$92B
$270K 0.02%
1,228
+2
EA icon
182
Electronic Arts
EA
$50.5B
$270K 0.02%
1,319
NAUT icon
183
Nautilus Biotechnolgy
NAUT
$365M
$265K 0.02%
136,052
YUM icon
184
Yum! Brands
YUM
$45.8B
$263K 0.02%
1,736
+12
MFC icon
185
Manulife Financial
MFC
$59.4B
$261K 0.02%
7,200
MINT icon
186
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.1B
$258K 0.02%
2,576
VBR icon
187
Vanguard Small-Cap Value ETF
VBR
$34.5B
$254K 0.02%
1,197
SCHG icon
188
Schwab US Large-Cap Growth ETF
SCHG
$51.2B
$251K 0.02%
7,698
PPL icon
189
PPL Corp
PPL
$28.3B
$249K 0.02%
7,097
+14
IREN icon
190
Iris Energy
IREN
$14.6B
$240K 0.02%
6,350
ZION icon
191
Zions Bancorporation
ZION
$8.92B
$237K 0.02%
4,051
FNDB icon
192
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.16B
$235K 0.02%
8,843
CMCSA icon
193
Comcast
CMCSA
$111B
$230K 0.02%
7,705
+75
PNW icon
194
Pinnacle West Capital
PNW
$11.9B
$230K 0.02%
2,596
+16
VYM icon
195
Vanguard High Dividend Yield ETF
VYM
$74.6B
$230K 0.02%
1,603
VRTX icon
196
Vertex Pharmaceuticals
VRTX
$123B
$228K 0.02%
504
+3
SPGI icon
197
S&P Global
SPGI
$127B
$227K 0.02%
435
+113
FDX icon
198
FedEx
FDX
$90B
$224K 0.02%
777
+3
VTV icon
199
Vanguard Value ETF
VTV
$171B
$220K 0.02%
1,150
BKH icon
200
Black Hills Corp
BKH
$5.54B
$218K 0.02%
3,140
+13