CWM

Crowley Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 23.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.04%
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 +$515K
2 +$481K
3 +$240K
4
QLD icon
ProShares Ultra QQQ
QLD
+$165K
5
SSO icon
ProShares Ultra S&P500
SSO
+$158K

Top Sells

1 +$163K
2 +$57.6K
3 +$47.3K
4
FDX icon
FedEx
FDX
+$46.1K
5
MRK icon
Merck
MRK
+$28.1K

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
VOX icon
276
Vanguard Communication Services ETF
VOX
$5.68B
$10.1K 0.01%
54
XLY icon
277
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
$10.1K 0.01%
84
AAXJ icon
278
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.52B
$10K 0.01%
110
WELL icon
279
Welltower
WELL
$141B
$9.8K 0.01%
55
PFXF icon
280
VanEck Preferred Securities ex Financials ETF
PFXF
$2.12B
$9.77K 0.01%
550
CCI icon
281
Crown Castle
CCI
$37B
$9.65K 0.01%
100
EMB icon
282
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
$9.52K 0.01%
100
PFF icon
283
iShares Preferred and Income Securities ETF
PFF
$13.5B
$9.49K 0.01%
300
AIA icon
284
iShares Asia 50 ETF
AIA
$3.21B
$9.46K 0.01%
100
PYPL icon
285
PayPal
PYPL
$41.7B
$9.39K 0.01%
140
SCHF icon
286
Schwab International Equity ETF
SCHF
$58.5B
$9.31K 0.01%
400
CC icon
287
Chemours
CC
$3.23B
$9.14K 0.01%
577
-40
XYLG icon
288
Global X S&P 500 Covered Call & Growth ETF
XYLG
$60.6M
$9.13K 0.01%
317
TOST icon
289
Toast
TOST
$15.6B
$9.13K 0.01%
250
BMEZ icon
290
BlackRock Health Sciences Trust II
BMEZ
$898M
$9.09K 0.01%
+630
EWTX icon
291
Edgewise Therapeutics
EWTX
$3.58B
$9.08K 0.01%
560
SMR icon
292
NuScale Power
SMR
$3.23B
$9K 0.01%
250
DNTH icon
293
Dianthus Therapeutics
DNTH
$4.55B
$8.7K 0.01%
221
KMI icon
294
Kinder Morgan
KMI
$73.4B
$8.69K 0.01%
307
+3
VEA icon
295
Vanguard FTSE Developed Markets ETF
VEA
$204B
$8.63K 0.01%
144
BTC
296
Grayscale Bitcoin Mini Trust ETF
BTC
$2.92B
$8.51K 0.01%
168
ABNB icon
297
Airbnb
ABNB
$74.9B
$8.5K 0.01%
70
MET icon
298
MetLife
MET
$46.1B
$8.24K 0.01%
100
AMAT icon
299
Applied Materials
AMAT
$277B
$8.19K 0.01%
40
HYG icon
300
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$8.12K 0.01%
100