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
KURA icon
301
Kura Oncology
KURA
$761M
$7.96K 0.01%
900
EA icon
302
Electronic Arts
EA
$51B
$7.67K 0.01%
38
KLAC icon
303
KLA
KLAC
$199B
$7.55K 0.01%
7
RRC icon
304
Range Resources
RRC
$10.2B
$7.53K 0.01%
200
LWLG icon
305
Lightwave Logic
LWLG
$1.14B
$7.42K 0.01%
2,000
MPWR icon
306
Monolithic Power Systems
MPWR
$54.9B
$7.37K 0.01%
8
SCHO icon
307
Schwab Short-Term US Treasury ETF
SCHO
$11.9B
$7.32K 0.01%
300
SHEL icon
308
Shell
SHEL
$261B
$7.15K 0.01%
100
XLC icon
309
State Street Communication Services Select Sector SPDR ETF
XLC
$24.1B
$7.1K 0.01%
+60
DVN icon
310
Devon Energy
DVN
$30.8B
$7.01K 0.01%
200
FEZ icon
311
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.61B
$6.65K 0.01%
+107
BST icon
312
BlackRock Science and Technology Trust
BST
$1.29B
$6.62K 0.01%
+160
BIDU icon
313
Baidu
BIDU
$37.8B
$6.59K 0.01%
50
EME icon
314
Emcor
EME
$33.7B
$6.5K 0.01%
10
GS icon
315
Goldman Sachs
GS
$255B
$6.37K 0.01%
+8
VIK icon
316
Viking Holdings
VIK
$33.3B
$6.22K ﹤0.01%
+100
DEO icon
317
Diageo
DEO
$40.8B
$6.2K ﹤0.01%
65
UAMY icon
318
United States Antimony
UAMY
$1.25B
$6.2K ﹤0.01%
+1,000
PLTR icon
319
Palantir
PLTR
$355B
$6.02K ﹤0.01%
+33
IIPR icon
320
Innovative Industrial Properties
IIPR
$1.41B
$5.36K ﹤0.01%
100
LRCX icon
321
Lam Research
LRCX
$273B
$5.36K ﹤0.01%
40
IGIB icon
322
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.6B
$5.36K ﹤0.01%
99
AWK icon
323
American Water Works
AWK
$27B
$4.87K ﹤0.01%
35
TFC icon
324
Truist Financial
TFC
$58.5B
$4.85K ﹤0.01%
106
ITW icon
325
Illinois Tool Works
ITW
$74.4B
$4.69K ﹤0.01%
18