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
$110M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$269K
2 +$209K
3 +$195K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$192K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$174K

Top Sells

1 +$892K
2 +$579K
3 +$415K
4
UPS icon
United Parcel Service
UPS
+$352K
5
JPM icon
JPMorgan Chase
JPM
+$181K

Sector Composition

1 Technology 16.77%
2 Consumer Discretionary 15.88%
3 Healthcare 15.29%
4 Financials 9.77%
5 Industrials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COGT icon
251
Cogent Biosciences
COGT
$2.07B
$12.2K 0.01%
1,700
ABB
252
DELISTED
ABB Ltd
ABB
$11.9K 0.01%
200
VDE icon
253
Vanguard Energy ETF
VDE
$7.31B
$11.9K 0.01%
100
A icon
254
Agilent Technologies
A
$41.6B
$11.8K 0.01%
100
MRVL icon
255
Marvell Technology
MRVL
$78.4B
$11.6K 0.01%
+150
VAW icon
256
Vanguard Materials ETF
VAW
$2.67B
$11.5K 0.01%
59
ANET icon
257
Arista Networks
ANET
$170B
$11.5K 0.01%
112
VWO icon
258
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$11.4K 0.01%
231
TOST icon
259
Toast
TOST
$21.8B
$11.1K 0.01%
250
JEPQ icon
260
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.7B
$10.9K 0.01%
200
EXAS icon
261
Exact Sciences
EXAS
$12.5B
$10.6K 0.01%
200
PYPL icon
262
PayPal
PYPL
$62B
$10.4K 0.01%
140
-320
LNC icon
263
Lincoln National
LNC
$7.82B
$10.4K 0.01%
300
FBIN icon
264
Fortune Brands Innovations
FBIN
$5.97B
$10.3K 0.01%
200
CCI icon
265
Crown Castle
CCI
$39B
$10.3K 0.01%
100
IEFA icon
266
iShares Core MSCI EAFE ETF
IEFA
$156B
$10.2K 0.01%
122
VLTO icon
267
Veralto
VLTO
$24.5B
$10.1K 0.01%
100
SMR icon
268
NuScale Power
SMR
$4.06B
$9.89K 0.01%
250
-250
XLV icon
269
Health Care Select Sector SPDR Fund
XLV
$36B
$9.84K 0.01%
73
PFXF icon
270
VanEck Preferred Securities ex Financials ETF
PFXF
$1.9B
$9.42K 0.01%
550
ABNB icon
271
Airbnb
ABNB
$74B
$9.26K 0.01%
70
EMB icon
272
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$9.26K 0.01%
100
VOX icon
273
Vanguard Communication Services ETF
VOX
$5.61B
$9.24K 0.01%
54
PFF icon
274
iShares Preferred and Income Securities ETF
PFF
$14.4B
$9.2K 0.01%
300
XLY icon
275
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.2B
$9.13K 0.01%
42