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
AAXJ icon
276
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.25B
$9.09K 0.01%
110
UHS icon
277
Universal Health Services
UHS
$14.6B
$9.06K 0.01%
50
KMI icon
278
Kinder Morgan
KMI
$59.1B
$8.93K 0.01%
304
+4
SCHF icon
279
Schwab International Equity ETF
SCHF
$52.4B
$8.84K 0.01%
400
XYLG icon
280
Global X S&P 500 Covered Call & Growth ETF
XYLG
$55.6M
$8.73K 0.01%
317
WELL icon
281
Welltower
WELL
$131B
$8.46K 0.01%
55
VEA icon
282
Vanguard FTSE Developed Markets ETF
VEA
$178B
$8.21K 0.01%
144
RRC icon
283
Range Resources
RRC
$8.9B
$8.13K 0.01%
200
AIA icon
284
iShares Asia 50 ETF
AIA
$1.14B
$8.11K 0.01%
100
HYG icon
285
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$8.06K 0.01%
100
MET icon
286
MetLife
MET
$50.3B
$8.04K 0.01%
100
BTC
287
Grayscale Bitcoin Mini Trust ETF
BTC
$4.53B
$8.02K 0.01%
168
EWTX icon
288
Edgewise Therapeutics
EWTX
$1.81B
$7.34K 0.01%
560
AMAT icon
289
Applied Materials
AMAT
$183B
$7.32K 0.01%
40
SCHO icon
290
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$7.31K 0.01%
300
CC icon
291
Chemours
CC
$1.87B
$7.07K 0.01%
617
SHEL icon
292
Shell
SHEL
$217B
$7.04K 0.01%
100
DEO icon
293
Diageo
DEO
$50.5B
$6.55K 0.01%
65
DVN icon
294
Devon Energy
DVN
$21.4B
$6.36K 0.01%
200
KLAC icon
295
KLA
KLAC
$157B
$6.27K 0.01%
7
EA icon
296
Electronic Arts
EA
$50B
$6.07K 0.01%
38
HL icon
297
Hecla Mining
HL
$9.3B
$5.99K 0.01%
1,000
MPWR icon
298
Monolithic Power Systems
MPWR
$45.9B
$5.85K 0.01%
8
IIPR icon
299
Innovative Industrial Properties
IIPR
$1.44B
$5.52K 0.01%
100
EME icon
300
Emcor
EME
$29.1B
$5.35K ﹤0.01%
10