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 | |
|---|---|---|---|---|---|---|---|
| $8.35K | 0.01% | 617 | – | – | |||
| $8.29K | 0.01% | 250 | – | – | |||
| $8.29K | 0.01% | 42 | – | – | |||
| $8.14K | 0.01% | 110 | – | – | |||
| $8.03K | 0.01% | 100 | – | – | |||
| $8.01K | 0.01% | 54 | – | – | |||
| $7.99K | 0.01% | 200 | – | – | |||
| $7.91K | 0.01% | 400 | – | – | |||
| $7.89K | 0.01% | 100 | – | – | |||
| $7.48K | 0.01% | 200 | – | – | |||
| $7.33K | 0.01% | 100 | – | – | |||
| $7.32K | 0.01% | 144 | – | – | |||
| $7.3K | 0.01% | 300 | – | – | |||
| $7.24K | 0.01% | 100 | – | – | |||
| $7.08K | 0.01% | +500 | New | +$7.08K | |||
| $6.81K | 0.01% | 65 | – | – | |||
| $6.13K | 0.01% | 168 | – | – | |||
| $5.94K | 0.01% | 900 | – | – | |||
| $5.81K | 0.01% | +40 | New | +$5.81K | |||
| $5.56K | 0.01% | 1,000 | – | – | |||
| $5.49K | 0.01% | 38 | – | – | |||
| $5.41K | 0.01% | 100 -260 | -72% | -$14.1K | |||
| $5.2K | 0.01% | 99 | – | – | |||
| $5.02K | ﹤0.01% | 150 | – | – | |||
| $4.76K | ﹤0.01% | 7 | – | – |
