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
376
$1.73K ﹤0.01%
+19
377
$1.69K ﹤0.01%
+9
378
$1.64K ﹤0.01%
+8
379
$1.61K ﹤0.01%
+115
380
$1.58K ﹤0.01%
+16
381
$1.51K ﹤0.01%
+18
382
$1.47K ﹤0.01%
+16
383
$1.41K ﹤0.01%
+300
384
$1.4K ﹤0.01%
+32
385
$1.4K ﹤0.01%
+24
386
$1.37K ﹤0.01%
+60
387
$1.36K ﹤0.01%
+4
388
$1.33K ﹤0.01%
+18
389
$1.31K ﹤0.01%
+4
390
$1.07K ﹤0.01%
+25
391
$1.04K ﹤0.01%
+5
392
$1.03K ﹤0.01%
+300
393
$1.02K ﹤0.01%
+9
394
$993 ﹤0.01%
+60
395
$939 ﹤0.01%
+93
396
$930 ﹤0.01%
+6
397
$893 ﹤0.01%
+14
398
$872 ﹤0.01%
+200
399
$739 ﹤0.01%
+404
400
$670 ﹤0.01%
+200
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