CWM
Crowley Wealth Management Portfolio holdings
AUM
$110M
This Quarter Return
+3.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.72%
Holding
429
New
428
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12.5M |
| 2 |
Tesla
TSLA
|
$6.48M |
| 3 |
Lowe's Companies
LOW
|
$5.65M |
| 4 |
ProShares Ultra QQQ
QLD
|
$4.71M |
| 5 |
AbbVie
ABBV
|
$4.59M |
Top Sells
No sells this quarter
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Electronic Arts
EA
$42.9B
| $5.56K | ﹤0.01% |
+38
| New | +$5.56K |
|
|
WBA
302
DELISTED
Walgreens Boots Alliance
WBA
| $5.41K | ﹤0.01% |
+580
| New | +$5.41K |
|
|
SW
303
Smurfit Westrock plc
SW
$24.6B
| $5.39K | ﹤0.01% |
+100
| New | +$5.39K |
|
304
Coterra Energy
CTRA
$18.9B
| $5.11K | ﹤0.01% |
+200
| New | +$5.11K |
|
305
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.1B
| $5.1K | ﹤0.01% |
+99
| New | +$5.1K |
|
306
iShares Global Clean Energy ETF
ICLN
$1.53B
| $5.01K | ﹤0.01% |
+440
| New | +$5.01K |
|
307
Hecla Mining
HL
$5.98B
| $4.91K | ﹤0.01% |
+1,000
| New | +$4.91K |
|
308
Dianthus Therapeutics
DNTH
$768M
| $4.82K | ﹤0.01% |
+221
| New | +$4.82K |
|
309
Monolithic Power Systems
MPWR
$39.4B
| $4.73K | ﹤0.01% |
+8
| New | +$4.73K |
|
310
Papa John's
PZZA
$1.56B
| $4.63K | ﹤0.01% |
+113
| New | +$4.63K |
|
311
Truist Financial
TFC
$59.9B
| $4.6K | ﹤0.01% |
+106
| New | +$4.6K |
|
312
Illinois Tool Works
ITW
$76.4B
| $4.56K | ﹤0.01% |
+18
| New | +$4.56K |
|
313
Emcor
EME
$27.8B
| $4.54K | ﹤0.01% |
+10
| New | +$4.54K |
|
314
CAVA Group
CAVA
$7.6B
| $4.51K | ﹤0.01% |
+40
| New | +$4.51K |
|
315
Weyerhaeuser
WY
$18B
| $4.5K | ﹤0.01% |
+160
| New | +$4.5K |
|
316
Eagle Materials
EXP
$7.3B
| $4.44K | ﹤0.01% |
+18
| New | +$4.44K |
|
317
KLA
KLAC
$112B
| $4.41K | ﹤0.01% |
+7
| New | +$4.41K |
|
318
BCE
BCE
$22.8B
| $4.34K | ﹤0.01% |
+187
| New | +$4.34K |
|
319
Schwab US Broad Market ETF
SCHB
$35.9B
| $4.09K | ﹤0.01% |
+180
| New | +$4.09K |
|
320
Invesco Solar ETF
TAN
$712M
| $4.01K | ﹤0.01% |
+121
| New | +$4.01K |
|
321
iShares Core S&P Small-Cap ETF
IJR
$84.5B
| $3.92K | ﹤0.01% |
+34
| New | +$3.92K |
|
322
Materials Select Sector SPDR Fund
XLB
$5.49B
| $3.87K | ﹤0.01% |
+46
| New | +$3.87K |
|
323
Keysight
KEYS
$28.1B
| $3.86K | ﹤0.01% |
+24
| New | +$3.86K |
|
324
Kyndryl
KD
$7.21B
| $3.81K | ﹤0.01% |
+110
| New | +$3.81K |
|
325
The Mosaic Company
MOS
$10.6B
| $3.69K | ﹤0.01% |
+150
| New | +$3.69K |
|