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
326
$3.67K ﹤0.01%
+3
327
$3.66K ﹤0.01%
+18
328
$3.57K ﹤0.01%
+338
329
$3.46K ﹤0.01%
+58
330
$3.31K ﹤0.01%
+92
331
$3.31K ﹤0.01%
+12
332
$3.3K ﹤0.01%
+40
333
$3.19K ﹤0.01%
+11
334
$3.19K ﹤0.01%
+15
335
$3.17K ﹤0.01%
+34
336
$3.16K ﹤0.01%
+36
337
$3.14K ﹤0.01%
+5
338
$2.89K ﹤0.01%
+40
339
$2.88K ﹤0.01%
+19
340
$2.87K ﹤0.01%
+34
341
$2.84K ﹤0.01%
+54
342
$2.82K ﹤0.01%
+16
343
$2.77K ﹤0.01%
+22
344
$2.76K ﹤0.01%
+136
345
$2.66K ﹤0.01%
+150
346
$2.64K ﹤0.01%
+200
347
$2.63K ﹤0.01%
+15
348
$2.6K ﹤0.01%
+7
349
$2.54K ﹤0.01%
+200
350
$2.53K ﹤0.01%
+5
12 13
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