CWM
Crowley Wealth Management Portfolio holdings
AUM
$110M
This Quarter Return
+8.38%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$4.91M
(+4.7%)
Cap. Flow
-$1.54M
Cap. Flow
% of AUM
-1.4%
Top 10 Holdings %
Top 10 Hldgs %
47.92%
Holding
429
New
12
Increased
46
Reduced
50
Closed
26
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$269K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$209K |
| 3 |
Nuvation Bio
NUVB
|
$195K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$192K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$174K |
Top Sells
| 1 |
Rockwell Automation
ROK
|
$892K |
| 2 |
Medtronic
MDT
|
$579K |
| 3 |
Zimmer Biomet
ZBH
|
$415K |
| 4 |
United Parcel Service
UPS
|
$352K |
| 5 |
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% |
