CWM
Crowley Wealth Management Portfolio holdings
AUM
$126M
1-Year Est. Return
23.05%
1 Year Est. Return
+23.05%
AUM
$126M
AUM Growth
+$15.9M
(+14%)
Holding
428
Top Buys
| 1 | +$580K | |
| 2 | +$492K | |
| 3 | +$247K | |
| 4 |
ProShares Ultra QQQ
QLD
|
+$180K |
| 5 |
ProShares Ultra S&P500
SSO
|
+$170K |
Sector Composition
| 1 | Technology | 17.55% |
| 2 | Consumer Discretionary | 16.37% |
| 3 | Healthcare | 14.59% |
| 4 | Financials | 8.97% |
| 5 | Industrials | 8.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.23T
| $13M | 10.36% |
51,146
+2,279
|
|
||
2
Tesla
TSLA
$1.43T
| $7.13M | 5.67% |
16,041
-166
|
|
||
|
3
ProShares Ultra QQQ
QLD
$10.7B
| $6.16M | 4.9% |
89,740
+2,630
|
|
||
4
AbbVie
ABBV
$397B
| $5.87M | 4.67% |
25,371
+111
|
|
||
5
Lowe's Companies
LOW
$136B
| $5.64M | 4.49% |
22,445
-58
|
|
||
|
6
ProShares Ultra S&P500
SSO
$7.21B
| $5.64M | 4.48% |
100,528
+3,030
|
|
||
7
Microsoft
MSFT
$3.64T
| $5.47M | 4.35% |
10,560
+132
|
|
||
8
JPMorgan Chase
JPM
$838B
| $5.29M | 4.21% |
16,763
-159
|
|
||
9
Home Depot
HD
$352B
| $4.55M | 3.62% |
11,241
+51
|
|
||
10
ProShares Ultra Russell2000
UWM
$236M
| $3.31M | 2.63% |
71,360
+2,160
|
|
||
11
Walt Disney
DIS
$187B
| $3.26M | 2.6% |
28,500
-1,384
|
|
||
12
Amgen
AMGN
$182B
| $2.75M | 2.19% |
9,755
-80
|
|
||
13
Stryker
SYK
$140B
| $2.6M | 2.07% |
7,026
|
|
||
14
Amazon
AMZN
$2.51T
| $2.52M | 2% |
11,459
+30
|
|
||
15
Abbott
ABT
$220B
| $2.5M | 1.99% |
18,698
|
|
||
16
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.3M | 1.83% |
4,568
|
|
||
17
FedEx
FDX
$63.8B
| $2.08M | 1.65% |
8,821
-200
|
|
||
18
SPDR S&P 500 ETF Trust
SPY
$698B
| $2.01M | 1.6% |
3,023
+175
|
|
||
19
Alphabet (Google) Class C
GOOG
$3.81T
| $1.55M | 1.23% |
6,372
-19
|
|
||
20
RTX Corp
RTX
$226B
| $1.5M | 1.19% |
8,940
+75
|
|
||
21
Visa
V
$636B
| $1.36M | 1.08% |
3,994
|
|
||
22
Cummins
CMI
$69.2B
| $1.15M | 0.91% |
2,715
|
|
||
23
NVIDIA
NVDA
$4.41T
| $1.14M | 0.91% |
6,106
+609
|
|
||
24
Duke Energy
DUK
$93.1B
| $1.13M | 0.9% |
9,166
+485
|
|
||
25
iShares Core Dividend Growth ETF
DGRO
$35.3B
| $1.04M | 0.83% |
15,278
+1,035
|
|