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CWM

Crowley Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 23.04%
This Fund
S&P 500
This Quarter Est. Return
+3.81%
1 Year Est. Return
+23.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow %
100.2%
Top 10 Hldgs %
48.72%
Holding
428
New
428
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$11.7M
2
LOW icon
Lowe's Companies
LOW
+$6.12M
3
TSLA icon
Tesla
TSLA
+$5.17M
4
ABBV icon
AbbVie
ABBV
+$4.75M
5
QLD icon
ProShares Ultra QQQ
QLD
+$4.66M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
ARTNA icon
226
Artesian Resources
ARTNA
$355M
$15.8K 0.01%
+500
New +$17.1K
ZTS icon
227
Zoetis
ZTS
$32.4B
$15.6K 0.01%
+96
New +$17.2K
SOLV icon
228
Solventum
SOLV
$14.8B
$15.3K 0.01%
+232
New +$16.2K
RVMD icon
229
Revolution Medicines
RVMD
$39.9B
$15.3K 0.01%
+350
New +$17.7K
GEHC icon
230
GE HealthCare
GEHC
$30.7B
$14.9K 0.01%
+190
New +$16.1K
IHAK icon
231
iShares Cybersecurity and Tech ETF
IHAK
$1B
$14.6K 0.01%
+300
New +$15K
VOO icon
232
Vanguard S&P 500 ETF
VOO
$979B
$14.5K 0.01%
+27
New +$14.6K
ESGV icon
233
Vanguard ESG US Stock ETF
ESGV
$13.1B
$14.3K 0.01%
+136
New +$14.3K
NOMD icon
234
Nomad Foods
NOMD
$1.66B
$14.3K 0.01%
+850
New +$14.8K
JHG
235
DELISTED
Janus Henderson
JHG
$14.2K 0.01%
+333
New +$14.1K
ARKG icon
236
ARK Genomic Revolution ETF
ARKG
$1.55B
$14.1K 0.01%
+600
New +$14.8K
USTB icon
237
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.29B
$14.1K 0.01%
+280
New +$14.1K
NBIS
238
Nebius Group N.V.
NBIS
$48.3B
$13.8K 0.01%
+500
New +$12.2K
INCY icon
239
Incyte
INCY
$24.2B
$13.8K 0.01%
+200
New +$14.3K
FBIN icon
240
Fortune Brands Innovations
FBIN
$5.88B
$13.7K 0.01%
+200
New +$16K
SMDV icon
241
ProShares Russell 2000 Dividend Growers ETF
SMDV
$695M
$13.5K 0.01%
+200
New +$14.2K
VV icon
242
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$13.5K 0.01%
+50
New +$13.5K
A icon
243
Agilent Technologies
A
$39.1B
$13.4K 0.01%
+100
New +$13.7K
GPC icon
244
Genuine Parts
GPC
$17.1B
$13.3K 0.01%
+114
New +$14.2K
VO icon
245
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$13.2K 0.01%
+200
New +$13.6K
HPE icon
246
Hewlett Packard
HPE
$63.4B
$12.8K 0.01%
+601
New +$12.7K
EBAY icon
247
eBay
EBAY
$50.6B
$12.4K 0.01%
+200
New +$12.7K
ANET icon
248
Arista Networks
ANET
$227B
$12.4K 0.01%
+112
New +$11.5K
UL icon
249
Unilever
UL
$137B
$12.4K 0.01%
+194
New +$13.1K
DIVO icon
250
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.5B
$12.1K 0.01%
+300
New +$12.5K
8 9
10
11 12

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DFP
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ACM
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AWM
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PI
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RA
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1WM
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Crowley Wealth Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Crowley Wealth Management, which disclosed 428 positions worth $113M. Its ten largest holdings account for 49% of the portfolio.

Its largest position is Apple: 49,798 shares worth $12.5M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 17% of assets, followed by Technology and Healthcare.

  • Crowley Wealth Management's largest Q4 2024 buy was Apple: 49,798 shares worth $12.5M.
  • Crowley Wealth Management's ten largest holdings make up 49% of its $113M portfolio in Q4 2024.
  • Crowley Wealth Management disclosed 428 positions in Q4 2024, its first 13F filing on record.

Based on Crowley Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.