CWM
Crowley Wealth Management Portfolio holdings
AUM
$126M
1-Year Est. Return
23.05%
1 Year Est. Return
+23.05%
AUM
$126M
AUM Growth
+$15.9M
(+14%)
Holding
428
Top Buys
| 1 | +$580K | |
| 2 | +$492K | |
| 3 | +$247K | |
| 4 |
ProShares Ultra QQQ
QLD
|
+$180K |
| 5 |
ProShares Ultra S&P500
SSO
|
+$170K |
Sector Composition
| 1 | Technology | 17.55% |
| 2 | Consumer Discretionary | 16.37% |
| 3 | Healthcare | 14.59% |
| 4 | Financials | 8.97% |
| 5 | Industrials | 8.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
D-Wave Quantum
QBTS
$10.4B
| – | – |
-50
|
|
||
402
Principal Financial Group
PFG
$19.4B
| – | – |
-28
|
|
||
403
The Mosaic Company
MOS
$8.36B
| – | – |
-150
|
|
||
404
IonQ
IONQ
$18B
| – | – |
-50
|
|
||
405
VanEck Junior Gold Miners ETF
GDXJ
$10.5B
| – | – |
-25
|
|
||
406
Fortinet
FTNT
$56.1B
| – | – |
-10
|
|
||
|
BPMC
407
DELISTED
Blueprint Medicines
BPMC
| – | – |
-200
|
|