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
351
$2.49K ﹤0.01%
+100
352
$2.48K ﹤0.01%
+77
353
$2.46K ﹤0.01%
+165
354
$2.37K ﹤0.01%
+8
355
$2.35K ﹤0.01%
+107
356
$2.32K ﹤0.01%
+1,000
357
$2.3K ﹤0.01%
+11
358
$2.17K ﹤0.01%
+14
359
$2.17K ﹤0.01%
+300
360
$2.17K ﹤0.01%
+28
361
$2.09K ﹤0.01%
+50
362
$2.07K ﹤0.01%
+36
363
$2.05K ﹤0.01%
+2
364
$2.04K ﹤0.01%
+20
365
$2.02K ﹤0.01%
+200
366
$2.01K ﹤0.01%
+70
367
$1.95K ﹤0.01%
+7
368
$1.91K ﹤0.01%
+110
369
$1.86K ﹤0.01%
+4
370
$1.84K ﹤0.01%
+10
371
$1.83K ﹤0.01%
+8
372
$1.83K ﹤0.01%
+9
373
$1.82K ﹤0.01%
+4
374
$1.8K ﹤0.01%
+14
375
$1.73K ﹤0.01%
+17
13 14
15
16 17