CWM
Crowley Wealth Management Portfolio holdings
AUM $105M
AUM
$105M
AUM Growth
-$8.45M (-7%)
Cap. Flow
-$2.33M
Cap. Flow % of AUM
-2.22%
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 | |
|---|---|---|---|---|---|---|---|
| $3.45K | 0% | 110 | – | – | |||
| $3.34K | 0% | 14 +7 | +100% | +$1.67K | |||
| $3.24K | 0% | 11 | – | – | |||
| $3.16K | 0% | 54 | – | – | |||
| $3.11K | 0% | 40 | – | – | |||
| $3.07K | 0% | 5 | – | – | |||
| $2.92K | 0% | 150 | – | – | |||
| $2.91K | 0% | 19 | – | – | |||
| $2.91K | 0% | 40 | – | – | |||
| $2.86K | 0% | 1,000 | – | – | |||
| $2.85K | 0% | 34 | – | – | |||
| $2.84K | 0% | 34 | – | – | |||
| $2.75K | 0% | 136 | – | – | |||
| $2.74K | 0% | 15 | – | – | |||
| $2.72K | 0% | 300 | – | – | |||
| $2.65K | 0% | 16 | – | – | |||
| $2.62K | 0% | 64 +32 | +100% | +$1.31K | |||
| $2.58K | 0% | 7 | – | – | |||
| $2.57K | 0% | 36 | – | – | |||
| $2.46K | 0% | 165 | – | – | |||
| $2.46K | 0% | 200 | – | – | |||
| $2.36K | 0% | 28 | – | – | |||
| $2.27K | 0% | 77 | – | – | |||
| $2.12K | 0% | 17 | – | – | |||
| $2.09K | 0% | 300 | – | – |
