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 | |
|---|---|---|---|---|---|---|---|
| $11.7K | 0.01% | 100 | – | – | |||
| $11.2K | 0.01% | 54 | – | – | |||
| $11.1K | 0.01% | 59 | – | – | |||
| $10.9K | 0.01% | 200 | – | – | |||
| $10.8K | 0.01% | 300 | – | – | |||
| $10.7K | 0.01% | 73 | – | – | |||
| $10.5K | 0.01% | 231 -30 | -11% | -$1.36K | |||
| $10.4K | 0.01% | 200 | – | – | |||
| $10.4K | 0.01% | 100 | – | – | |||
| $10.4K | 0.01% | 200 | – | – | |||
| $10.2K | 0.01% | +1,700 | New | +$10.2K | |||
| $9.75K | 0.01% | 100 | – | – | |||
| $9.4K | 0.01% | 50 | – | – | |||
| $9.27K | 0.01% | 601 | – | – | |||
| $9.23K | 0.01% | 122 | – | – | |||
| $9.22K | 0.01% | 300 | – | – | |||
| $9.22K | 0.01% | 550 | – | – | |||
| $9.06K | 0.01% | 100 | – | – | |||
| $8.85K | 0.01% | 120 | – | – | |||
| $8.68K | 0.01% | 112 | – | – | |||
| $8.66K | 0.01% | 200 | – | – | |||
| $8.57K | 0.01% | 300 +3 | +1% | +$86 | |||
| $8.43K | 0.01% | 55 | – | – | |||
| $8.39K | 0.01% | 317 | – | – | |||
| $8.36K | 0.01% | 70 | – | – |
