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
Generac Holdings
GNRC
$9.11B
| – | – |
-6
|
|
||
402
General Mills
GIS
$25B
| – | – |
-14
|
|
||
403
Expensify
EXFY
$127M
| – | – |
-200
|
|
||
404
Edison International
EIX
$21.9B
| – | – |
-1,300
|
|
||
405
Citizens Financial Group
CFG
$22.2B
| – | – |
-64
|
|
||
406
Blackrock
BLK
$168B
| – | – |
-2
|
|
||
407
BCE
BCE
$21.6B
| – | – |
-187
|
|
||
408
Ball Corp
BALL
$13.1B
| – | – |
-11
|
|
||
409
American Express
AXP
$254B
| – | – |
-16
|
|
||
410
Teleflex
TFX
$4.83B
| – | – |
-100
|
|
||
411
T. Rowe Price
TROW
$22.4B
| – | – |
-18
|
|