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

Top Buys

1 +$269K
2 +$209K
3 +$195K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$192K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$174K

Top Sells

1 +$892K
2 +$579K
3 +$415K
4
UPS icon
United Parcel Service
UPS
+$352K
5
JPM icon
JPMorgan Chase
JPM
+$181K

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
ANIX icon
326
Anixa Biosciences
ANIX
$138M
$3.3K ﹤0.01%
1,000
MMC icon
327
Marsh & McLennan
MMC
$88.2B
$3.28K ﹤0.01%
15
PBI icon
328
Pitney Bowes
PBI
$1.52B
$3.27K ﹤0.01%
300
LCID icon
329
Lucid Motors
LCID
$5.6B
$3.17K ﹤0.01%
150
APD icon
330
Air Products & Chemicals
APD
$57.8B
$3.1K ﹤0.01%
11
MAT icon
331
Mattel
MAT
$5.82B
$2.96K ﹤0.01%
150
GGG icon
332
Graco
GGG
$13.5B
$2.92K ﹤0.01%
34
VIOV icon
333
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.4B
$2.91K ﹤0.01%
34
CCL icon
334
Carnival Corp
CCL
$35.1B
$2.81K ﹤0.01%
100
SRE icon
335
Sempra
SRE
$61.2B
$2.73K ﹤0.01%
36
JKHY icon
336
Jack Henry & Associates
JKHY
$11.7B
$2.7K ﹤0.01%
15
ODFL icon
337
Old Dominion Freight Line
ODFL
$29.4B
$2.6K ﹤0.01%
16
PATH icon
338
UiPath
PATH
$7.59B
$2.56K ﹤0.01%
200
CSX icon
339
CSX Corp
CSX
$65.8B
$2.51K ﹤0.01%
77
LWLG icon
340
Lightwave Logic
LWLG
$677M
$2.48K ﹤0.01%
2,000
WAT icon
341
Waters Corp
WAT
$22.1B
$2.44K ﹤0.01%
7
DOC icon
342
Healthpeak Properties
DOC
$12.4B
$2.38K ﹤0.01%
136
WTS icon
343
Watts Water Technologies
WTS
$9.11B
$2.21K ﹤0.01%
9
IONQ icon
344
IonQ
IONQ
$21B
$2.15K ﹤0.01%
+50
RJF icon
345
Raymond James Financial
RJF
$32.3B
$2.15K ﹤0.01%
14
RMD icon
346
ResMed
RMD
$36.7B
$2.06K ﹤0.01%
8
TDY icon
347
Teledyne Technologies
TDY
$24.1B
$2.05K ﹤0.01%
4
SBRA icon
348
Sabra Healthcare REIT
SBRA
$4.71B
$2.03K ﹤0.01%
110
INFY icon
349
Infosys
INFY
$68.4B
$1.98K ﹤0.01%
107
TER icon
350
Teradyne
TER
$28.5B
$1.98K ﹤0.01%
22