CWM
Crowley Wealth Management Portfolio holdings
AUM
$110M
This Quarter Return
+3.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.72%
Holding
429
New
428
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12.5M |
| 2 |
Tesla
TSLA
|
$6.48M |
| 3 |
Lowe's Companies
LOW
|
$5.65M |
| 4 |
ProShares Ultra QQQ
QLD
|
$4.71M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
MannKind Corp
MNKD
$1.85B
| $643 | ﹤0.01% |
+100
| New | +$643 |
|
|
OKLO
402
Oklo
OKLO
$10.3B
| $637 | ﹤0.01% |
+30
| New | +$637 |
|
403
Ball Corp
BALL
$14B
| $606 | ﹤0.01% |
+11
| New | +$606 |
|
404
Viatris
VTRS
$12.2B
| $598 | ﹤0.01% |
+48
| New | +$598 |
|
405
Xperi
XPER
$274M
| $472 | ﹤0.01% |
+46
| New | +$472 |
|
406
Fusion Fuel Green
HTOO
$7.49M
| $450 | ﹤0.01% |
+800
| New | +$450 |
|
407
Domino's
DPZ
$15.6B
| $420 | ﹤0.01% |
+1
| New | +$420 |
|
408
D-Wave Quantum
QBTS
$5.13B
| $420 | ﹤0.01% |
+50
| New | +$420 |
|
409
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.5B
| $408 | ﹤0.01% |
+5
| New | +$408 |
|
410
Lucid Motors
LCID
$54.9B
| $393 | ﹤0.01% |
+130
| New | +$393 |
|
411
Rigel Pharmaceuticals
RIGL
$698M
| $336 | ﹤0.01% |
+20
| New | +$336 |
|
|
CMPS
412
Compass Pathways
CMPS
$431M
| $113 | ﹤0.01% |
+30
| New | +$113 |
|
|
IDEX
413
DELISTED
Ideanomics, Inc. Common Stock
IDEX
| $56 | ﹤0.01% |
+6,254
| New | +$56 |
|
414
GrowGeneration
GRWG
$95.6M
| $51 | ﹤0.01% |
+30
| New | +$51 |
|
415
Sangamo Therapeutics
SGMO
$160M
| – | – |
0
| – | – |
|