CWM
Crowley Wealth Management Portfolio holdings
AUM $110M
This Quarter Return
-3.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
-$8.45M (-7%)
Cap. Flow
-$2.91M
Cap. Flow % of AUM
-2.77%
Top 10 Holdings %Top 10 Hldgs %
46.81%
Holding
451
New
22
Increased
50
Reduced
68
Closed
34
Top Buys
| 1 | $121K | |
| 2 | $118K | |
| 3 | $115K | |
| 4 | $80.2K | |
| 5 | $68.4K |
Top Sells
| 1 | $184K | |
| 2 | $169K | |
| 3 | $147K | |
| 4 | $140K | |
| 5 | $129K |
Sector Composition
| 1 | Healthcare | 17.79% |
| 2 | Technology | 16.75% |
| 3 | Consumer Discretionary | 15.71% |
| 4 | Industrials | 10.64% |
| 5 | Financials | 9.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $14.2K | 0.01% | 280 | – | – | |||
| $14.1K | 0.01% | 300 | – | – | |||
| $13.9K | 0.01% | 150 | – | – | |||
| $13.8K | 0.01% | 100 | – | – | |||
| $13.6K | 0.01% | 114 | – | – | |||
| $13.5K | 0.01% | 200 | – | – | |||
| $13.4K | 0.01% | 198 | – | – | |||
| $13.3K | 0.01% | 136 | – | – | |||
| $13K | 0.01% | 218 | – | – | |||
| $13K | 0.01% | 100 | – | – | |||
| $12.9K | 0.01% | 50 | – | – | |||
| $12.9K | 0.01% | 50 | – | – | |||
| $12.5K | 0.01% | 600 | – | – | |||
| $12.5K | 0.01% | 1,000 +225 | +29% | +$2.8K | |||
| $12.4K | 0.01% | 350 | – | – | |||
| $12.3K | 0.01% | +560 | New | +$12.3K | |||
| $12.3K | 0.01% | 7,000 | – | – | |||
| $12.2K | 0.01% | 300 | – | – | |||
| $12.2K | 0.01% | 200 | – | – | |||
| $12.1K | 0.01% | 200 | – | – | |||
| $12K | 0.01% | 333 | – | – | |||
| $12K | 0.01% | 183 | – | – | |||
| $12K | 0.01% | 130 | – | – | |||
| $11.9K | 0.01% | 239 | – | – | |||
| $11.8K | 0.01% | 119 | – | – |
