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
$110M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$249K
2 +$208K
3 +$194K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$177K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$161K

Top Sells

1 +$765K
2 +$564K
3 +$440K
4
UPS icon
United Parcel Service
UPS
+$343K
5
JPM icon
JPMorgan Chase
JPM
+$159K

Sector Composition

1 Technology 16.77%
2 Consumer Discretionary 15.88%
3 Healthcare 15.29%
4 Financials 9.77%
5 Industrials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IGIB icon
301
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.7B
$5.28K ﹤0.01%
99
KURA icon
302
Kura Oncology
KURA
$713M
$5.19K ﹤0.01%
900
AWK icon
303
American Water Works
AWK
$26.1B
$4.87K ﹤0.01%
+35
KD icon
304
Kyndryl
KD
$2.79B
$4.62K ﹤0.01%
110
TFC icon
305
Truist Financial
TFC
$56.2B
$4.56K ﹤0.01%
106
ITW icon
306
Illinois Tool Works
ITW
$76.4B
$4.45K ﹤0.01%
18
WBA
307
DELISTED
Walgreens Boots Alliance
WBA
$4.36K ﹤0.01%
380
BIDU icon
308
Baidu
BIDU
$38.3B
$4.29K ﹤0.01%
50
-80
BF.A icon
309
Brown-Forman Class A
BF.A
$10.6B
$4.12K ﹤0.01%
150
DNTH icon
310
Dianthus Therapeutics
DNTH
$4.16B
$4.12K ﹤0.01%
221
WY icon
311
Weyerhaeuser
WY
$17B
$4.11K ﹤0.01%
160
XLB icon
312
State Street Materials Select Sector SPDR ETF
XLB
$6.34B
$4.04K ﹤0.01%
92
INTU icon
313
Intuit
INTU
$120B
$3.94K ﹤0.01%
5
KEYS icon
314
Keysight
KEYS
$51.2B
$3.93K ﹤0.01%
24
MDLZ icon
315
Mondelez International
MDLZ
$73.3B
$3.91K ﹤0.01%
58
LRCX icon
316
Lam Research
LRCX
$298B
$3.89K ﹤0.01%
40
FAST icon
317
Fastenal
FAST
$51.5B
$3.86K ﹤0.01%
92
VRSK icon
318
Verisk Analytics
VRSK
$26.9B
$3.74K ﹤0.01%
12
EXP icon
319
Eagle Materials
EXP
$5.75B
$3.64K ﹤0.01%
18
CR icon
320
Crane Co
CR
$10B
$3.61K ﹤0.01%
19
SEIC icon
321
SEI Investments
SEIC
$9.58B
$3.59K ﹤0.01%
40
MTD icon
322
Mettler-Toledo International
MTD
$25.6B
$3.52K ﹤0.01%
3
NVO icon
323
Novo Nordisk
NVO
$164B
$3.45K ﹤0.01%
50
-200
MNST icon
324
Monster Beverage
MNST
$71.4B
$3.38K ﹤0.01%
54
CAVA icon
325
CAVA Group
CAVA
$9.83B
$3.37K ﹤0.01%
40