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
251
$12.1K 0.01%
+100
252
$11.7K 0.01%
+119
253
$11.6K 0.01%
+239
254
$11.6K 0.01%
+5,500
255
$11.5K 0.01%
+261
256
$11.3K 0.01%
+200
257
$11.2K 0.01%
+200
258
$11.1K 0.01%
+59
259
$11.1K 0.01%
+50
260
$11K 0.01%
+130
261
$10.9K 0.01%
+188
262
$10.7K 0.01%
+200
263
$10.4K 0.01%
+617
264
$10.3K 0.01%
+775
265
$10.2K 0.01%
+400
266
$10.2K 0.01%
+100
267
$10K 0.01%
+73
268
$9.94K 0.01%
+54
269
$9.79K 0.01%
+120
270
$9.51K 0.01%
+300
271
$9.49K 0.01%
+550
272
$9.43K 0.01%
+300
273
$9.42K 0.01%
+42
274
$9.2K 0.01%
+70
275
$9.11K 0.01%
+250
9 10
11
12 13