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
26
$944K 0.83%
+6,175
27
$938K 0.83%
+1,780
28
$927K 0.82%
+15,114
29
$723K 0.64%
+6,840
30
$716K 0.63%
+9,992
31
$690K 0.61%
+1,628
32
$683K 0.6%
+7,654
33
$680K 0.6%
+8,508
34
$678K 0.6%
+10,887
35
$603K 0.53%
+2,990
36
$589K 0.52%
+2,234
37
$581K 0.51%
+4,327
38
$564K 0.5%
+2,330
39
$505K 0.45%
+1,040
40
$503K 0.44%
+3,478
41
$485K 0.43%
+2,148
42
$475K 0.42%
+2,833
43
$472K 0.42%
+2,496
44
$458K 0.4%
+1,262
45
$454K 0.4%
+1,565
46
$419K 0.37%
+4,540
47
$413K 0.36%
+2,111
48
$393K 0.35%
+429
49
$353K 0.31%
+457
50
$351K 0.31%
+394
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