CWM
Crowley Wealth Management Portfolio holdings
AUM
$110M
This Quarter Return
+3.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.72%
Holding
429
New
428
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12.5M |
| 2 |
Tesla
TSLA
|
$6.48M |
| 3 |
Lowe's Companies
LOW
|
$5.65M |
| 4 |
ProShares Ultra QQQ
QLD
|
$4.71M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Carnival Corp
CCL
$42.2B
| $2.49K | ﹤0.01% |
+100
| New | +$2.49K |
|
352
CSX Corp
CSX
$60B
| $2.49K | ﹤0.01% |
+77
| New | +$2.49K |
|
353
Organon & Co
OGN
$2.45B
| $2.46K | ﹤0.01% |
+165
| New | +$2.46K |
|
354
American Express
AXP
$230B
| $2.37K | ﹤0.01% |
+8
| New | +$2.37K |
|
355
Infosys
INFY
$70B
| $2.35K | ﹤0.01% |
+107
| New | +$2.35K |
|
356
Anixa Biosciences
ANIX
$99.5M
| $2.32K | ﹤0.01% |
+1,000
| New | +$2.32K |
|
357
IDEX
IEX
$12.2B
| $2.3K | ﹤0.01% |
+11
| New | +$2.3K |
|
358
Raymond James Financial
RJF
$33.6B
| $2.18K | ﹤0.01% |
+14
| New | +$2.18K |
|
359
Pitney Bowes
PBI
$2.07B
| $2.17K | ﹤0.01% |
+300
| New | +$2.17K |
|
360
Principal Financial Group
PFG
$17.8B
| $2.17K | ﹤0.01% |
+28
| New | +$2.17K |
|
361
IonQ
IONQ
$12.8B
| $2.09K | ﹤0.01% |
+50
| New | +$2.09K |
|
362
Copart
CPRT
$46.9B
| $2.07K | ﹤0.01% |
+36
| New | +$2.07K |
|
363
Blackrock
BLK
$173B
| $2.05K | ﹤0.01% |
+2
| New | +$2.05K |
|
364
BlueLinx
BXC
$653M
| $2.04K | ﹤0.01% |
+20
| New | +$2.04K |
|
365
Smith & Wesson
SWBI
$360M
| $2.02K | ﹤0.01% |
+200
| New | +$2.02K |
|
366
Gentex
GNTX
$6.1B
| $2.01K | ﹤0.01% |
+70
| New | +$2.01K |
|
367
Marriott International Class A Common Stock
MAR
$71.8B
| $1.95K | ﹤0.01% |
+7
| New | +$1.95K |
|
368
Sabra Healthcare REIT
SBRA
$4.62B
| $1.91K | ﹤0.01% |
+110
| New | +$1.91K |
|
369
Teledyne Technologies
TDY
$25.2B
| $1.86K | ﹤0.01% |
+4
| New | +$1.86K |
|
370
SPS Commerce
SPSC
$4.04B
| $1.84K | ﹤0.01% |
+10
| New | +$1.84K |
|
371
ResMed
RMD
$39.7B
| $1.83K | ﹤0.01% |
+8
| New | +$1.83K |
|
372
Watts Water Technologies
WTS
$9.27B
| $1.83K | ﹤0.01% |
+9
| New | +$1.83K |
|
373
Saia
SAIA
$7.79B
| $1.82K | ﹤0.01% |
+4
| New | +$1.82K |
|
374
Booz Allen Hamilton
BAH
$13.6B
| $1.8K | ﹤0.01% |
+14
| New | +$1.8K |
|
375
Brown & Brown
BRO
$31.5B
| $1.73K | ﹤0.01% |
+17
| New | +$1.73K |
|