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
$126M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1 +$515K
2 +$481K
3 +$240K
4
QLD icon
ProShares Ultra QQQ
QLD
+$165K
5
SSO icon
ProShares Ultra S&P500
SSO
+$158K

Top Sells

1 +$163K
2 +$57.6K
3 +$47.3K
4
FDX icon
FedEx
FDX
+$46.1K
5
MRK icon
Merck
MRK
+$28.1K

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
NVO
351
Novo Nordisk
NVO
$190B
$2.77K ﹤0.01%
50
CSX icon
352
CSX Corp
CSX
$85.7B
$2.73K ﹤0.01%
77
PATH icon
353
UiPath
PATH
$6.34B
$2.68K ﹤0.01%
200
DOC icon
354
Healthpeak Properties
DOC
$13.4B
$2.6K ﹤0.01%
136
MAT icon
355
Mattel
MAT
$4.18B
$2.52K ﹤0.01%
150
WTS icon
356
Watts Water Technologies
WTS
$10.4B
$2.51K ﹤0.01%
9
TAN icon
357
Invesco Solar ETF
TAN
$2.24B
$2.44K ﹤0.01%
56
CAVA icon
358
CAVA Group
CAVA
$8.44B
$2.42K ﹤0.01%
40
RJF icon
359
Raymond James Financial
RJF
$28.6B
$2.42K ﹤0.01%
14
TDY icon
360
Teledyne Technologies
TDY
$28.7B
$2.34K ﹤0.01%
4
ODFL icon
361
Old Dominion Freight Line
ODFL
$47.6B
$2.25K ﹤0.01%
16
JKHY icon
362
Jack Henry & Associates
JKHY
$9.67B
$2.23K ﹤0.01%
15
RMD icon
363
ResMed
RMD
$26.5B
$2.19K ﹤0.01%
8
WAT icon
364
Waters Corp
WAT
$36.5B
$2.1K ﹤0.01%
7
SBRA icon
365
Sabra Healthcare REIT
SBRA
$4.68B
$2.05K ﹤0.01%
110
GNTX icon
366
Gentex
GNTX
$5.25B
$1.98K ﹤0.01%
70
STE icon
367
Steris
STE
$20.5B
$1.98K ﹤0.01%
8
ADEA icon
368
Adeia
ADEA
$3.38B
$1.93K ﹤0.01%
115
DECK icon
369
Deckers Outdoor
DECK
$15.4B
$1.82K ﹤0.01%
18
IEX icon
370
IDEX
IEX
$15.7B
$1.79K ﹤0.01%
11
OGN icon
371
Organon & Co
OGN
$3.51B
$1.76K ﹤0.01%
165
INFY icon
372
Infosys
INFY
$53B
$1.74K ﹤0.01%
107
CPRT icon
373
Copart
CPRT
$28.6B
$1.62K ﹤0.01%
36
BRO icon
374
Brown & Brown
BRO
$19.2B
$1.59K ﹤0.01%
17
ENTG icon
375
Entegris
ENTG
$21.8B
$1.48K ﹤0.01%
16