Equal-WT
WhaleScore 2.0
?
Crewe Advisors is based out of Salt Lake City. Crewe Advisors is a large advisory firm with 352 clients and discretionary assets under management (AUM) of $1,287,359,593 (Form ADV from 2023-09-20). Their last reported 13F filing for Q4 2023 included $632,062,377 in managed 13F securities
and a top 10 holdings concentration of 70.06%. Crewe Advisors's largest holding is Ensign Group Inc. (The) with shares held of 1,211,171. Whalewisdom has at least 25 13F filings, and 3 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
ENSG Ensign Group Inc. (T | 2.63% |
WCN Waste Connections In | 0.58% |
PNTG Pennant Group, Inc. | 0.32% |
MUB iShares National Mun | 0.24% |
BND VANGUARD TOTAL BOND | 0.23% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IVV iShares Core S&P 500 | 1.14% |
PFF iShares Preferred an | 0.57% |
IEFA iShares Core MSCI EA | 0.56% |
DBEF Xtrackers MSCI EAFE | 0.27% |
ESGV VANGUARD ESG U.S. ST | 0.26% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
ENSG Ensign Group Inc. (T | 21.5% |
IVV iShares Core S&P 500 | 10.6% |
SPY SPDR S&P 500 ETF TRU | 7.08% |
IJH iShares Core S&P Mid | 5.78% |
BRK.A Berkshire Hathaway I | 4.81% |
2023-12-31
13F Activity
Market Value | $0.63b, Prior: $0.58b |
New Purchases | 147 stocks |
Added To | 71 stocks |
Sold out of | 314 stocks |
Reduced holdings in | 59 stocks |
Top 10 Holdings % | 70.06% |
Turnover %[1] | 112.17% |
Turnover Alt %[2] | 3.08% |
Time Held Top 20 | 11.25 quarters |
Time Held Top 10 | 13.6 quarters |
Time Held All | 6.47 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31