Portfolio (Quarterly)
Guide ↗
Crewe Advisors LLC
· CIK 0001730033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | BCE | BCE INC | Communication Services | 269 | $6K | 0.00% | SOLD |
| 42 | WTM | WHITE MTNS INS GROUP LTD | Financial Services | 3 | $6K | 0.00% | SOLD |
| 43 | PLG | PLATINUM GROUP METALS LTD | Basic Materials | 2,500 | $6K | 0.00% | SOLD |
| 44 | SMWB | SIMILARWEB LTD | Communication Services | 734 | $5K | — | SOLD |
| 45 | USO | UNITED STS OIL FD LP | Financial Services | 75 | $5K | — | SOLD |
| 46 | HDB | HDFC BANK LTD | Financial Services | 138 | $5K | — | SOLD |
| 47 | AOR | ISHARES TR | — | 73 | $5K | — | SOLD |
| 48 | WRBY | WARBY PARKER INC | Healthcare | 214 | $5K | — | SOLD |
| 49 | VECO | VEECO INSTRS INC DEL | Technology | 158 | $5K | — | SOLD |
| 50 | RRX | REGAL REXNORD CORPORATION | Industrials | 32 | $4K | — | SOLD |
| 51 | — | ATLANTA BRAVES HLDGS INC | — | 100 | $4K | — | SOLD |
| 52 | GOOD | GLADSTONE COMMERCIAL CORP | Real Estate | 393 | $4K | — | SOLD |
| 53 | ACT | ENACT HLDGS INC | Financial Services | 103 | $4K | — | SOLD |
| 54 | CAG | CONAGRA BRANDS INC | Consumer Defensive | 227 | $4K | — | SOLD |
| 55 | — | UNILEVER PLC | — | 60 | $4K | — | SOLD |
| 56 | EPAM | EPAM SYS INC | Technology | 19 | $4K | — | SOLD |
| 57 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 734 | $4K | — | SOLD |
| 58 | STT | STATE STR CORP | Financial Services | 30 | $4K | — | SOLD |
| 59 | CW | CURTISS WRIGHT CORP | Industrials | 7 | $4K | — | SOLD |
| 60 | TLK | P T TELEKOMUNIKASI INDONESIA | Communication Services | 183 | $4K | — | SOLD |
Sector Allocation
Financial Services
54.4%
Technology
22.2%
Communication Services
6.7%
Energy
4.5%
Industrials
3.7%
Consumer Cyclical
3.6%
Healthcare
1.8%
Consumer Defensive
1.4%
Basic Materials
0.9%
Utilities
0.8%