CWM

Crowley Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 23.05%
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1 +$580K
2 +$492K
3 +$247K
4
QLD icon
ProShares Ultra QQQ
QLD
+$180K
5
SSO icon
ProShares Ultra S&P500
SSO
+$170K

Top Sells

1 +$158K
2 +$73.8K
3 +$50.2K
4
FDX icon
FedEx
FDX
+$47.2K
5
MRK icon
Merck
MRK
+$28.6K

Sector Composition

1 Technology 17.55%
2 Consumer Discretionary 16.37%
3 Healthcare 14.59%
4 Financials 8.97%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FAST icon
326
Fastenal
FAST
$46.5B
$4.51K ﹤0.01%
92
KEYS icon
327
Keysight
KEYS
$34.5B
$4.2K ﹤0.01%
24
EXP icon
328
Eagle Materials
EXP
$7.1B
$4.2K ﹤0.01%
18
XLB icon
329
State Street Materials Select Sector SPDR ETF
XLB
$5.11B
$4.12K ﹤0.01%
46
BF.A icon
330
Brown-Forman Class A
BF.A
$13.8B
$4.04K ﹤0.01%
150
WY icon
331
Weyerhaeuser
WY
$15.8B
$3.97K ﹤0.01%
160
MTD icon
332
Mettler-Toledo International
MTD
$29.6B
$3.68K ﹤0.01%
3
MNST icon
333
Monster Beverage
MNST
$73B
$3.63K ﹤0.01%
54
MDLZ icon
334
Mondelez International
MDLZ
$72.2B
$3.62K ﹤0.01%
58
LCID icon
335
Lucid Motors
LCID
$4.18B
$3.57K ﹤0.01%
150
CR icon
336
Crane Co
CR
$10.4B
$3.5K ﹤0.01%
19
PBI icon
337
Pitney Bowes
PBI
$1.53B
$3.42K ﹤0.01%
300
INTU icon
338
Intuit
INTU
$177B
$3.42K ﹤0.01%
5
SEIC icon
339
SEI Investments
SEIC
$9.79B
$3.39K ﹤0.01%
40
KD icon
340
Kyndryl
KD
$5.86B
$3.3K ﹤0.01%
110
ANIX icon
341
Anixa Biosciences
ANIX
$138M
$3.3K ﹤0.01%
1,000
SRE icon
342
Sempra
SRE
$59.4B
$3.24K ﹤0.01%
36
SNDX icon
343
Syndax Pharmaceuticals
SNDX
$1.63B
$3.08K ﹤0.01%
200
TER icon
344
Teradyne
TER
$29.7B
$3.03K ﹤0.01%
22
MMC icon
345
Marsh & McLennan
MMC
$89.8B
$3.02K ﹤0.01%
15
VRSK icon
346
Verisk Analytics
VRSK
$31.3B
$3.02K ﹤0.01%
12
APD icon
347
Air Products & Chemicals
APD
$57.2B
$3K ﹤0.01%
11
LITE icon
348
Lumentum
LITE
$21.5B
$2.93K ﹤0.01%
18
CCL icon
349
Carnival Corp
CCL
$33.9B
$2.89K ﹤0.01%
100
GGG icon
350
Graco
GGG
$13.7B
$2.89K ﹤0.01%
34