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
276
$9.08K 0.01%
+100
277
$8.97K 0.01%
+50
278
$8.9K 0.01%
+100
279
$8.89K 0.01%
+198
280
$8.84K 0.01%
+317
281
$8.57K 0.01%
+122
282
$8.37K 0.01%
+54
283
$8.26K 0.01%
+65
284
$8.19K 0.01%
+100
285
$8.15K 0.01%
+297
286
$8.06K 0.01%
+1,700
287
$7.94K 0.01%
+110
288
$7.87K 0.01%
+100
289
$7.84K 0.01%
+900
290
$7.4K 0.01%
+400
291
$7.22K 0.01%
+300
292
$7.2K 0.01%
+200
293
$7.03K 0.01%
+168
294
$6.93K 0.01%
+55
295
$6.89K 0.01%
+144
296
$6.78K 0.01%
+100
297
$6.55K 0.01%
+200
298
$6.37K 0.01%
+110
299
$6.26K 0.01%
+100
300
$5.65K 0.01%
+150