CWM
Crowley Wealth Management Portfolio holdings
AUM $110M
This Quarter Return
-3.08%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
-$8.45M (-7%)
Cap. Flow
-$2.91M
Cap. Flow % of AUM
-2.77%
Top 10 Holdings %Top 10 Hldgs %
46.81%
Holding
451
New
22
Increased
50
Reduced
68
Closed
34
Top Buys
| 1 | $121K | |
| 2 | $118K | |
| 3 | $115K | |
| 4 | $80.2K | |
| 5 | $68.4K |
Top Sells
| 1 | $184K | |
| 2 | $169K | |
| 3 | $147K | |
| 4 | $140K | |
| 5 | $129K |
Sector Composition
| 1 | Healthcare | 17.79% |
| 2 | Technology | 16.75% |
| 3 | Consumer Discretionary | 15.71% |
| 4 | Industrials | 10.64% |
| 5 | Financials | 9.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.69K | ﹤0.01% | 160 | – | – | |||
| $4.64K | ﹤0.01% | 8 | – | – | |||
| $4.51K | ﹤0.01% | 100 | – | – | |||
| $4.46K | ﹤0.01% | 18 | – | – | |||
| $4.36K | ﹤0.01% | 106 | – | – | |||
| $4.31K | ﹤0.01% | 16 +8 | +100% | +$2.15K | |||
| $4.29K | ﹤0.01% | 187 | – | – | |||
| $4.25K | ﹤0.01% | 380 -200 | -34% | -$2.23K | |||
| $4.05K | ﹤0.01% | 150 | – | – | |||
| $4.01K | ﹤0.01% | 221 | – | – | |||
| $4K | ﹤0.01% | 18 | – | – | |||
| $3.96K | ﹤0.01% | 46 | – | – | |||
| $3.94K | ﹤0.01% | 58 | – | – | |||
| $3.73K | ﹤0.01% | 38 +19 | +100% | +$1.86K | |||
| $3.7K | ﹤0.01% | 10 | – | – | |||
| $3.67K | ﹤0.01% | 7 +2 | +40% | +$1.05K | |||
| $3.66K | ﹤0.01% | 15 | – | – | |||
| $3.63K | ﹤0.01% | 1,500 +1,370 | +1,054% | +$3.32K | |||
| $3.63K | ﹤0.01% | 338 | – | – | |||
| $3.59K | ﹤0.01% | 24 | – | – | |||
| $3.57K | ﹤0.01% | 12 | – | – | |||
| $3.57K | ﹤0.01% | 46 | – | – | |||
| $3.56K | ﹤0.01% | 34 | – | – | |||
| $3.54K | ﹤0.01% | 3 | – | – | |||
| $3.46K | ﹤0.01% | 40 | – | – |
