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
$110M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1 +$269K
2 +$209K
3 +$195K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$192K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$174K

Top Sells

1 +$892K
2 +$579K
3 +$415K
4
UPS icon
United Parcel Service
UPS
+$352K
5
JPM icon
JPMorgan Chase
JPM
+$181K

Sector Composition

1 Technology 16.77%
2 Consumer Discretionary 15.88%
3 Healthcare 15.29%
4 Financials 9.77%
5 Industrials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEX icon
351
IDEX
IEX
$12.6B
$1.93K ﹤0.01%
11
STE icon
352
Steris
STE
$26B
$1.92K ﹤0.01%
8
TAN icon
353
Invesco Solar ETF
TAN
$883M
$1.92K ﹤0.01%
56
BRO icon
354
Brown & Brown
BRO
$26.8B
$1.89K ﹤0.01%
17
SNDX icon
355
Syndax Pharmaceuticals
SNDX
$1.31B
$1.87K ﹤0.01%
200
DECK icon
356
Deckers Outdoor
DECK
$11.9B
$1.85K ﹤0.01%
18
CPRT icon
357
Copart
CPRT
$39.2B
$1.77K ﹤0.01%
36
SWBI icon
358
Smith & Wesson
SWBI
$383M
$1.74K ﹤0.01%
200
LITE icon
359
Lumentum
LITE
$17B
$1.71K ﹤0.01%
18
GDXJ icon
360
VanEck Junior Gold Miners ETF
GDXJ
$7.78B
$1.69K ﹤0.01%
25
ADEA icon
361
Adeia
ADEA
$1.52B
$1.63K ﹤0.01%
115
OGN icon
362
Organon & Co
OGN
$1.76B
$1.6K ﹤0.01%
165
GNTX icon
363
Gentex
GNTX
$5.15B
$1.54K ﹤0.01%
70
BXC icon
364
BlueLinx
BXC
$477M
$1.49K ﹤0.01%
20
BAH icon
365
Booz Allen Hamilton
BAH
$10.6B
$1.46K ﹤0.01%
14
SIRI icon
366
SiriusXM
SIRI
$7.31B
$1.38K ﹤0.01%
60
SPSC icon
367
SPS Commerce
SPSC
$3.09B
$1.36K ﹤0.01%
10
ENTG icon
368
Entegris
ENTG
$13.1B
$1.29K ﹤0.01%
16
POOL icon
369
Pool Corp
POOL
$9.39B
$1.17K ﹤0.01%
4
QUBT icon
370
Quantum Computing Inc
QUBT
$2.88B
$1.15K ﹤0.01%
+60
COO icon
371
Cooper Companies
COO
$13.9B
$1.14K ﹤0.01%
16
FTNT icon
372
Fortinet
FTNT
$62.7B
$1.06K ﹤0.01%
+10
INO icon
373
Inovio Pharmaceuticals
INO
$113M
$822 ﹤0.01%
404
QBTS icon
374
D-Wave Quantum
QBTS
$10.1B
$732 ﹤0.01%
+50
BXSL icon
375
Blackstone Secured Lending
BXSL
$6.1B
$646 ﹤0.01%
21