CWM
Crowley Wealth Management Portfolio holdings
AUM
$126M
1-Year Est. Return
23.05%
1 Year Est. Return
+23.05%
AUM
$110M
AUM Growth
+$4.91M
(+4.7%)
Holding
429
Top Buys
| 1 | +$269K | |
| 2 | +$209K | |
| 3 | +$195K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$192K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$174K |
Top Sells
| 1 | +$892K | |
| 2 | +$579K | |
| 3 | +$415K | |
| 4 |
United Parcel Service
UPS
|
+$352K |
| 5 |
JPMorgan Chase
JPM
|
+$181K |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Consumer Discretionary | 15.88% |
| 3 | Healthcare | 15.29% |
| 4 | Financials | 9.77% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Starbucks
SBUX
$106B
| – | – |
-38
|
|
||
402
Charles Schwab
SCHW
$184B
| – | – |
-18
|
|
||
403
Teleflex
TFX
$4.55B
| – | – |
-100
|
|
||
404
T. Rowe Price
TROW
$23.2B
| – | – |
-18
|
|
||
405
UnitedHealth
UNH
$300B
| – | – |
-7
|
|
||
406
Viatris
VTRS
$14.8B
| – | – |
-48
|
|
||
407
Warner Bros
WBD
$70.9B
| – | – |
-338
|
|
||
408
West Pharmaceutical
WST
$18.7B
| – | – |
-4
|
|
||
409
Zoom
ZM
$24B
| – | – |
-120
|
|
||
|
SW
410
Smurfit Westrock
SW
$22.3B
| $0 | ﹤0.01% |
100
|
|
||
|
ACCD
411
DELISTED
Accolade Inc
ACCD
| – | – |
-300
|
|