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
NVO icon
351
Novo Nordisk
NVO
$211B
$2.77K ﹤0.01%
50
CSX icon
352
CSX Corp
CSX
$66.9B
$2.73K ﹤0.01%
77
PATH icon
353
UiPath
PATH
$7.89B
$2.68K ﹤0.01%
200
DOC icon
354
Healthpeak Properties
DOC
$12B
$2.6K ﹤0.01%
136
MAT icon
355
Mattel
MAT
$6.6B
$2.52K ﹤0.01%
150
WTS icon
356
Watts Water Technologies
WTS
$9.17B
$2.51K ﹤0.01%
9
TAN icon
357
Invesco Solar ETF
TAN
$940M
$2.44K ﹤0.01%
56
CAVA icon
358
CAVA Group
CAVA
$6.32B
$2.42K ﹤0.01%
40
RJF icon
359
Raymond James Financial
RJF
$31.2B
$2.42K ﹤0.01%
14
TDY icon
360
Teledyne Technologies
TDY
$23.7B
$2.34K ﹤0.01%
4
ODFL icon
361
Old Dominion Freight Line
ODFL
$31.6B
$2.25K ﹤0.01%
16
JKHY icon
362
Jack Henry & Associates
JKHY
$12.7B
$2.23K ﹤0.01%
15
RMD icon
363
ResMed
RMD
$36.7B
$2.19K ﹤0.01%
8
WAT icon
364
Waters Corp
WAT
$23.7B
$2.1K ﹤0.01%
7
SBRA icon
365
Sabra Healthcare REIT
SBRA
$4.79B
$2.05K ﹤0.01%
110
GNTX icon
366
Gentex
GNTX
$5.04B
$1.98K ﹤0.01%
70
STE icon
367
Steris
STE
$25.5B
$1.98K ﹤0.01%
8
ADEA icon
368
Adeia
ADEA
$1.38B
$1.93K ﹤0.01%
115
DECK icon
369
Deckers Outdoor
DECK
$13.8B
$1.82K ﹤0.01%
18
IEX icon
370
IDEX
IEX
$13.3B
$1.79K ﹤0.01%
11
OGN icon
371
Organon & Co
OGN
$1.89B
$1.76K ﹤0.01%
165
INFY icon
372
Infosys
INFY
$73.2B
$1.74K ﹤0.01%
107
CPRT icon
373
Copart
CPRT
$37.6B
$1.62K ﹤0.01%
36
BRO icon
374
Brown & Brown
BRO
$27.2B
$1.59K ﹤0.01%
17
ENTG icon
375
Entegris
ENTG
$13.1B
$1.48K ﹤0.01%
16