CWM

Crowley Wealth Management Portfolio holdings

AUM $110M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$6.48M
3 +$5.65M
4
QLD icon
ProShares Ultra QQQ
QLD
+$4.71M
5
ABBV icon
AbbVie
ABBV
+$4.59M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 17.46%
2 Technology 17.41%
3 Healthcare 15.32%
4 Industrials 10.94%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$15.8K 0.01%
+500
227
$15.6K 0.01%
+96
228
$15.3K 0.01%
+232
229
$15.3K 0.01%
+350
230
$14.9K 0.01%
+190
231
$14.6K 0.01%
+300
232
$14.5K 0.01%
+27
233
$14.3K 0.01%
+136
234
$14.3K 0.01%
+850
235
$14.2K 0.01%
+333
236
$14.1K 0.01%
+600
237
$14.1K 0.01%
+280
238
$13.8K 0.01%
+500
239
$13.8K 0.01%
+200
240
$13.7K 0.01%
+200
241
$13.5K 0.01%
+200
242
$13.5K 0.01%
+50
243
$13.4K 0.01%
+100
244
$13.3K 0.01%
+114
245
$13.2K 0.01%
+50
246
$12.8K 0.01%
+601
247
$12.4K 0.01%
+200
248
$12.4K 0.01%
+112
249
$12.4K 0.01%
+218
250
$12.1K 0.01%
+300