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
401
$643 ﹤0.01%
+100
402
$637 ﹤0.01%
+30
403
$606 ﹤0.01%
+11
404
$598 ﹤0.01%
+48
405
$472 ﹤0.01%
+46
406
$450 ﹤0.01%
+23
407
$420 ﹤0.01%
+1
408
$420 ﹤0.01%
+50
409
$408 ﹤0.01%
+5
410
$393 ﹤0.01%
+13
411
$336 ﹤0.01%
+20
412
$113 ﹤0.01%
+30
413
$56 ﹤0.01%
+6,254
414
$51 ﹤0.01%
+30
415
0