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 | |
|---|---|---|---|---|---|---|---|
| $1.4K | 0% | 4 | – | – | |||
| $1.35K | 0% | 60 | – | – | |||
| $1.35K | 0% | 16 | – | – | |||
| $1.33K | 0% | 10 | – | – | |||
| $1.27K | 0% | 4 | – | – | |||
| $1.12K | 0% | 18 | – | – | |||
| $950 | 0% | 5 | – | – | |||
| $896 | 0% | 4 | – | – | |||
| $837 | 0% | 14 | – | – | |||
| $760 | 0% | 6 | – | – | |||
| $680 | 0% | 21 | New | +$680 | |||
| $659 | 0% | 404 | – | – | |||
| $608 | 0% | 200 | – | – | |||
| $573 | 0% | 11 | – | – | |||
| $503 | 0% | 100 | – | – | |||
| $418 | 0% | 48 | – | – | |||
| $125 | 0% | 6,254 | – | – | |||
| $92 | 0% | 5 | New | +$92 | |||
| $86 | 0% | 30 | – | – | |||
| $45 | 0% | 2 | New | +$45 | |||
| $44 | 0% | 19 | New | +$44 | |||
| $32 | 0% | 30 | – | – | |||
| $21 | 0% | 2 | New | +$21 | |||
| $7 | 0% | 1 | New | +$7 | |||
| $0 | 0% | 0 -1,000 | Closed | – |
