CWM
Crowley Wealth Management Portfolio holdings
AUM $105M
AUM
$105M
AUM Growth
-$8.45M (-7%)
Cap. Flow
-$2.33M
Cap. Flow % of AUM
-2.22%
Top 10 Holdings %Top 10 Hldgs %
46.81%
Holding
451
New
22
Increased
50
Reduced
68
Closed
34
Top Buys
| 1 | $121K | |
| 2 | $118K | |
| 3 | $115K | |
| 4 | $80.2K | |
| 5 | $68.4K |
Top Sells
| 1 | $184K | |
| 2 | $169K | |
| 3 | $147K | |
| 4 | $140K | |
| 5 | $129K |
Sector Composition
| 1 | Healthcare | 17.79% |
| 2 | Technology | 16.75% |
| 3 | Consumer Discretionary | 15.71% |
| 4 | Industrials | 10.64% |
| 5 | Financials | 9.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.06K | 0% | 200 | – | – | |||
| $2.05K | 0% | 2,000 -3,500 | -64% | -$3.59K | |||
| $2.04K | 0% | 36 | – | – | |||
| $2.01K | 0% | 18 | – | – | |||
| $1.99K | 0% | 11 | – | – | |||
| $1.99K | 0% | 4 | – | – | |||
| $1.95K | 0% | 100 | – | – | |||
| $1.95K | 0% | 107 | – | – | |||
| $1.95K | 0% | 14 | – | – | |||
| $1.92K | 0% | 110 | – | – | |||
| $1.89K | 0% | 2 | – | – | |||
| $1.86K | 0% | 200 | – | – | |||
| $1.84K | 0% | 9 | – | – | |||
| $1.82K | 0% | 22 | – | – | |||
| $1.81K | 0% | 8 | – | – | |||
| $1.79K | 0% | 8 | – | – | |||
| $1.71K | 0% | 56 -65 | -54% | -$1.98K | |||
| $1.65K | 0% | 18 +9 | +100% | +$827 | |||
| $1.63K | 0% | 70 | – | – | |||
| $1.52K | 0% | 115 | – | – | |||
| $1.5K | 0% | 20 | – | – | |||
| $1.46K | 0% | 14 | – | – | |||
| $1.43K | 0% | 25 | – | – | |||
| $1.41K | 0% | 18 | – | – | |||
| $1.4K | 0% | 16 | – | – |
