CWM
Crowley Wealth Management Portfolio holdings
AUM
$126M
1-Year Est. Return
23.04%
This Fund
S&P 500
1 Year Est. Return
+23.04%
AUM
$126M
AUM Growth
+$15.9M
(+14%)
Holding
428
Top Buys
| 1 | +$515K | |
| 2 | +$481K | |
| 3 | +$240K | |
| 4 |
ProShares Ultra QQQ
QLD
|
+$165K |
| 5 |
ProShares Ultra S&P500
SSO
|
+$158K |
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
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.57B
| – | – |
-34
|
|
||
|
WBA
402
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-380
|
|
||
|
SW
403
Smurfit Westrock
SW
$23.5B
| – | – |
-100
|
|
||
404
VanEck Junior Gold Miners ETF
GDXJ
$11.2B
| – | – |
-25
|
|
||
405
IonQ
IONQ
$13.3B
| – | – |
-50
|
|
||
406
The Mosaic Company
MOS
$8.47B
| – | – |
-150
|
|
||
407
Principal Financial Group
PFG
$20.1B
| – | – |
-28
|
|