CWM

Crowley Wealth Management Portfolio holdings

AUM $105M
AUM
$105M
AUM Growth
-$8.45M
Cap. Flow
-$2.33M
Cap. Flow %
-2.22%
Top 10 Hldgs %
46.81%
Holding
451
New
22
Increased
50
Reduced
68
Closed
34

Sector Composition

1Healthcare17.79%
2Technology16.75%
3Consumer Discretionary15.71%
4Industrials10.64%
5Financials9.91%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-98
Closed
$00%0
-200
Closed
$00%0
-1
Closed
$00%0
-950
Closed
$00%0
-800
Closed
$00%0
-2,400
Closed
$00%0
-5
Closed
$00%0
-800
Closed
$00%0
-300
Closed
$00%0
-50
Closed
$00%0
-150
Closed
$00%0
-240
Closed
$00%0
-40
Closed
$00%0
-200
Closed
$00%0
-850
Closed
$00%0
-300
Closed
$00%0
-113
Closed
$00%0
-50
Closed
$00%0
-200
Closed
$00%0
-60
Closed
$00%0
-110
Closed
$00%0
-20
Closed
$00%0
-400
Closed
$00%0
-180
Closed
$00%0
-3,760
Closed