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
$110M
AUM Growth
+$4.91M
(+4.7%)
Holding
429
Top Buys
| 1 | +$249K | |
| 2 | +$208K | |
| 3 | +$194K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$177K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$161K |
Top Sells
| 1 | +$765K | |
| 2 | +$564K | |
| 3 | +$440K | |
| 4 |
United Parcel Service
UPS
|
+$343K |
| 5 |
JPMorgan Chase
JPM
|
+$159K |
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
T. Rowe Price
TROW
$19.3B
| – | – |
-18
|
|
||
402
UnitedHealth
UNH
$247B
| – | – |
-7
|
|
||
403
Viatris
VTRS
$15.4B
| – | – |
-48
|
|
||
404
Warner Bros
WBD
$67.7B
| – | – |
-338
|
|
||
405
West Pharmaceutical
WST
$17.7B
| – | – |
-4
|
|
||
|
ACCD
406
DELISTED
Accolade Inc
ACCD
| – | – |
-300
|
|
||
407
Zoom
ZM
$22.4B
| – | – |
-120
|
|
||
408
American Express
AXP
$207B
| – | – |
-16
|
|
||
409
Ball Corp
BALL
$15.7B
| – | – |
-11
|
|
||
410
BCE
BCE
$24.1B
| – | – |
-187
|
|
||
|
SW
411
Smurfit Westrock
SW
$20.9B
| $0 | ﹤0.01% |
100
|
|