CWM

Crowley Wealth Management Portfolio holdings

AUM $110M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.48M
3
+$5.65M
4
QLD icon
ProShares Ultra QQQ
QLD
+$4.71M
5
ABBV icon
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 Change
in Stake 		Capital Flow
301
$5.56K ﹤0.01%
+38
302
$5.41K ﹤0.01%
+580
303
$5.39K ﹤0.01%
+100
304
$5.11K ﹤0.01%
+200
305
$5.1K ﹤0.01%
+99
306
$5.01K ﹤0.01%
+440
307
$4.91K ﹤0.01%
+1,000
308
$4.82K ﹤0.01%
+221
309
$4.73K ﹤0.01%
+8
310
$4.63K ﹤0.01%
+113
311
$4.6K ﹤0.01%
+106
312
$4.56K ﹤0.01%
+18
313
$4.54K ﹤0.01%
+10
314
$4.51K ﹤0.01%
+40
315
$4.5K ﹤0.01%
+160
316
$4.44K ﹤0.01%
+18
317
$4.41K ﹤0.01%
+7
318
$4.33K ﹤0.01%
+187
319
$4.09K ﹤0.01%
+180
320
$4.01K ﹤0.01%
+121
321
$3.92K ﹤0.01%
+34
322
$3.87K ﹤0.01%
+46
323
$3.85K ﹤0.01%
+24
324
$3.81K ﹤0.01%
+110
325
$3.69K ﹤0.01%
+150
11 12
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