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CWM
Crowley Wealth Management Portfolio holdings
AUM
$126M
1-Year Est. Return
23.04%
This Fund
S&P 500
This Quarter
Est. Return
+3.81%
1 Year Est. Return
+23.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100.2%
Top 10 Holdings %
Top 10 Hldgs %
48.72%
Holding
428
New
428
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$11.7M |
| 2 |
Lowe's Companies
LOW
|
+$6.12M |
| 3 |
Tesla
TSLA
|
+$5.17M |
| 4 |
AbbVie
ABBV
|
+$4.75M |
| 5 |
ProShares Ultra QQQ
QLD
|
+$4.66M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
301
Electronic Arts
EA
$53B
| $5.56K | ﹤0.01% |
+38
| New | +$5.85K |
|
|
WBA
302
DELISTED
Walgreens Boots Alliance
WBA
| $5.41K | ﹤0.01% |
+580
| New | +$5.38K |
|
|
SW
303
Smurfit Westrock
SW
$24.1B
| $5.39K | ﹤0.01% |
+100
| New | +$5.09K |
|
|
CTRA
304
DELISTED
Coterra Energy
CTRA
| $5.11K | ﹤0.01% |
+200
| New | +$4.97K |
|
305
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
| $5.1K | ﹤0.01% |
+99
| New | +$5.18K |
|
306
iShares Global Clean Energy ETF
ICLN
$2.3B
| $5.01K | ﹤0.01% |
+440
| New | +$5.57K |
|
307
Hecla Mining
HL
$9.47B
| $4.91K | ﹤0.01% |
+1,000
| New | +$5.98K |
|
308
Dianthus Therapeutics
DNTH
$5.84B
| $4.82K | ﹤0.01% |
+221
| New | +$5.68K |
|
309
Monolithic Power Systems
MPWR
$70.1B
| $4.73K | ﹤0.01% |
+8
| New | +$5.79K |
|
310
Papa John's
PZZA
$984M
| $4.63K | ﹤0.01% |
+113
| New | +$5.55K |
|
311
Truist Financial
TFC
$63.3B
| $4.6K | ﹤0.01% |
+106
| New | +$4.73K |
|
312
Illinois Tool Works
ITW
$82.6B
| $4.56K | ﹤0.01% |
+18
| New | +$4.78K |
|
313
Emcor
EME
$35.2B
| $4.54K | ﹤0.01% |
+10
| New | +$4.73K |
|
314
CAVA Group
CAVA
$7.6B
| $4.51K | ﹤0.01% |
+40
| New | +$5.33K |
|
315
Weyerhaeuser
WY
$18B
| $4.5K | ﹤0.01% |
+160
| New | +$4.99K |
|
316
Eagle Materials
EXP
$6.29B
| $4.44K | ﹤0.01% |
+18
| New | +$5.19K |
|
317
KLA
KLAC
$239B
| $4.41K | ﹤0.01% |
+70
| New | +$4.73K |
|
318
BCE
BCE
$20.2B
| $4.33K | ﹤0.01% |
+187
| New | +$5.37K |
|
319
Schwab US Broad Market ETF
SCHB
$43.3B
| $4.09K | ﹤0.01% |
+180
| New | +$4.11K |
|
320
Invesco Solar ETF
TAN
$1.39B
| $4.01K | ﹤0.01% |
+121
| New | +$4.46K |
|
321
iShares Core S&P Small-Cap ETF
IJR
$110B
| $3.92K | ﹤0.01% |
+34
| New | +$4.06K |
|
322
State Street Materials Select Sector SPDR ETF
XLB
$8.27B
| $3.87K | ﹤0.01% |
+92
| New | +$4.26K |
|
323
Keysight
KEYS
$54.5B
| $3.85K | ﹤0.01% |
+24
| New | +$3.87K |
|
324
Kyndryl
KD
$2.99B
| $3.81K | ﹤0.01% |
+110
| New | +$3.2K |
|
325
The Mosaic Company
MOS
$7.03B
| $3.69K | ﹤0.01% |
+150
| New | +$3.92K |
|
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Crowley Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Crowley Wealth Management, which disclosed 428 positions worth $113M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Apple: 49,798 shares worth $12.5M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 17% of assets, followed by Technology and Healthcare.
- Crowley Wealth Management's largest Q4 2024 buy was Apple: 49,798 shares worth $12.5M.
- Crowley Wealth Management's ten largest holdings make up 49% of its $113M portfolio in Q4 2024.
- Crowley Wealth Management disclosed 428 positions in Q4 2024, its first 13F filing on record.
Based on Crowley Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.