CWM

Crowley Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 23.05%
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1 +$580K
2 +$492K
3 +$247K
4
QLD icon
ProShares Ultra QQQ
QLD
+$180K
5
SSO icon
ProShares Ultra S&P500
SSO
+$170K

Top Sells

1 +$158K
2 +$73.8K
3 +$50.2K
4
FDX icon
FedEx
FDX
+$47.2K
5
MRK icon
Merck
MRK
+$28.6K

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
GEHC icon
251
GE HealthCare
GEHC
$37.9B
$14.3K 0.01%
190
ZTS icon
252
Zoetis
ZTS
$53.7B
$14.1K 0.01%
96
SOLV icon
253
Solventum
SOLV
$14.8B
$14.1K 0.01%
193
TTWO icon
254
Take-Two Interactive
TTWO
$45.3B
$14K 0.01%
54
CVS icon
255
CVS Health
CVS
$97B
$13.9K 0.01%
185
DIVO icon
256
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.63B
$13.4K 0.01%
300
NGG icon
257
National Grid
NGG
$75.4B
$13.3K 0.01%
183
RWL icon
258
Invesco S&P 500 Revenue ETF
RWL
$7.13B
$13.2K 0.01%
119
UL icon
259
Unilever
UL
$146B
$12.9K 0.01%
218
A icon
260
Agilent Technologies
A
$42.5B
$12.8K 0.01%
100
MRVL icon
261
Marvell Technology
MRVL
$84.6B
$12.6K 0.01%
150
VDE icon
262
Vanguard Energy ETF
VDE
$7.35B
$12.6K 0.01%
100
VWO icon
263
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$12.5K 0.01%
231
DNP icon
264
DNP Select Income Fund
DNP
$3.73B
$12.4K 0.01%
+1,234
HL icon
265
Hecla Mining
HL
$11.7B
$12.1K 0.01%
1,000
LNC icon
266
Lincoln National
LNC
$7.93B
$12.1K 0.01%
300
VAW icon
267
Vanguard Materials ETF
VAW
$2.79B
$12.1K 0.01%
59
PANW icon
268
Palo Alto Networks
PANW
$134B
$11.6K 0.01%
+57
JEPQ icon
269
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
$11.5K 0.01%
200
EXAS icon
270
Exact Sciences
EXAS
$19.2B
$10.9K 0.01%
200
FBIN icon
271
Fortune Brands Innovations
FBIN
$6.25B
$10.7K 0.01%
200
VLTO icon
272
Veralto
VLTO
$25.5B
$10.7K 0.01%
100
IEFA icon
273
iShares Core MSCI EAFE ETF
IEFA
$160B
$10.7K 0.01%
122
UHS icon
274
Universal Health Services
UHS
$14.6B
$10.2K 0.01%
50
XLV icon
275
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
$10.2K 0.01%
73