CWM
Crowley Wealth Management Portfolio holdings
AUM
$110M
1 Year Est. Return
–
AUM
$110M
AUM Growth
+$4.91M
(+4.7%)
Holding
429
Top Buys
| 1 | +$269K | |
| 2 | +$209K | |
| 3 | +$195K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$192K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$174K |
Top Sells
| 1 | +$892K | |
| 2 | +$579K | |
| 3 | +$415K | |
| 4 |
United Parcel Service
UPS
|
+$352K |
| 5 |
JPMorgan Chase
JPM
|
+$181K |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Consumer Discretionary | 15.88% |
| 3 | Healthcare | 15.29% |
| 4 | Financials | 9.77% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.74T
| $10M | 9.13% |
48,867
-668
|
|
||
2
Microsoft
MSFT
$3.82T
| $5.19M | 4.72% |
10,428
+29
|
|
||
3
Tesla
TSLA
$1.46T
| $5.15M | 4.69% |
16,207
-61
|
|
||
4
ProShares Ultra QQQ
QLD
$9.91B
| $5.13M | 4.67% |
43,555
|
|
||
5
Lowe's Companies
LOW
$137B
| $4.99M | 4.54% |
22,503
-128
|
|
||
|
6
JPMorgan Chase
JPM
$810B
| $4.91M | 4.47% |
16,922
-625
|
|
||
7
ProShares Ultra S&P500
SSO
$7.58B
| $4.76M | 4.34% |
48,749
-6
|
|
||
8
AbbVie
ABBV
$406B
| $4.69M | 4.27% |
25,260
-48
|
|
||
9
Home Depot
HD
$390B
| $4.1M | 3.73% |
11,190
-104
|
|
||
10
Walt Disney
DIS
$199B
| $3.71M | 3.37% |
29,884
-966
|
|
||
11
Stryker
SYK
$143B
| $2.78M | 2.53% |
7,026
|
|
||
12
Amgen
AMGN
$161B
| $2.75M | 2.5% |
9,835
-19
|
|
||
13
ProShares Ultra Russell2000
UWM
$268M
| $2.61M | 2.37% |
69,200
|
|
||
14
Abbott
ABT
$224B
| $2.54M | 2.31% |
18,698
|
|
||
15
Amazon
AMZN
$2.27T
| $2.51M | 2.28% |
11,429
+100
|
|
||
16
Berkshire Hathaway Class B
BRK.B
$1.06T
| $2.22M | 2.02% |
4,568
|
|
||
17
FedEx
FDX
$56.1B
| $2.05M | 1.87% |
9,021
-69
|
|
||
18
SPDR S&P 500 ETF Trust
SPY
$660B
| $1.76M | 1.6% |
2,848
+339
|
|
||
19
Visa
V
$664B
| $1.42M | 1.29% |
3,994
-214
|
|
||
20
RTX Corp
RTX
$211B
| $1.29M | 1.18% |
8,865
-172
|
|
||
21
Alphabet (Google) Class C
GOOG
$3.07T
| $1.13M | 1.03% |
6,391
-549
|
|
||
22
Duke Energy
DUK
$99.9B
| $1.03M | 0.94% |
8,681
+25
|
|
||
23
Mastercard
MA
$507B
| $955K | 0.87% |
1,699
-32
|
|
||
24
iShares Core Dividend Growth ETF
DGRO
$35.3B
| $911K | 0.83% |
14,243
+655
|
|
||
25
Cummins
CMI
$56.7B
| $889K | 0.81% |
2,715
-35
|
|