CWM

Crowley Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 23.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.04%
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 +$249K
2 +$208K
3 +$194K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$177K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$161K

Top Sells

1 +$765K
2 +$564K
3 +$440K
4
UPS icon
United Parcel Service
UPS
+$343K
5
JPM icon
JPMorgan Chase
JPM
+$159K

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
$14.3B
$1.93K ﹤0.01%
11
STE icon
352
Steris
STE
$21.7B
$1.92K ﹤0.01%
8
TAN icon
353
Invesco Solar ETF
TAN
$1.45B
$1.92K ﹤0.01%
56
BRO icon
354
Brown & Brown
BRO
$22.6B
$1.89K ﹤0.01%
17
SNDX icon
355
Syndax Pharmaceuticals
SNDX
$2.12B
$1.87K ﹤0.01%
200
DECK icon
356
Deckers Outdoor
DECK
$14.4B
$1.85K ﹤0.01%
18
CPRT icon
357
Copart
CPRT
$31.6B
$1.77K ﹤0.01%
36
SWBI icon
358
Smith & Wesson
SWBI
$659M
$1.74K ﹤0.01%
200
LITE icon
359
Lumentum
LITE
$57.3B
$1.71K ﹤0.01%
18
GDXJ icon
360
VanEck Junior Gold Miners ETF
GDXJ
$8.52B
$1.69K ﹤0.01%
25
ADEA icon
361
Adeia
ADEA
$2.75B
$1.63K ﹤0.01%
115
OGN icon
362
Organon & Co
OGN
$1.59B
$1.6K ﹤0.01%
165
GNTX icon
363
Gentex
GNTX
$4.7B
$1.54K ﹤0.01%
70
BXC icon
364
BlueLinx
BXC
$408M
$1.49K ﹤0.01%
20
BAH icon
365
Booz Allen Hamilton
BAH
$9.51B
$1.46K ﹤0.01%
14
SIRI icon
366
SiriusXM
SIRI
$7.49B
$1.38K ﹤0.01%
60
SPSC icon
367
SPS Commerce
SPSC
$2.11B
$1.36K ﹤0.01%
10
ENTG icon
368
Entegris
ENTG
$18.5B
$1.29K ﹤0.01%
16
POOL icon
369
Pool Corp
POOL
$7.48B
$1.17K ﹤0.01%
4
QUBT icon
370
Quantum Computing Inc
QUBT
$1.67B
$1.15K ﹤0.01%
+60
COO icon
371
Cooper Companies
COO
$13.8B
$1.14K ﹤0.01%
16
FTNT icon
372
Fortinet
FTNT
$58.7B
$1.06K ﹤0.01%
+10
INO icon
373
Inovio Pharmaceuticals
INO
$108M
$822 ﹤0.01%
404
QBTS icon
374
D-Wave Quantum
QBTS
$5.89B
$732 ﹤0.01%
+50
BXSL icon
375
Blackstone Secured Lending
BXSL
$5.6B
$646 ﹤0.01%
21