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
51
$328K 0.29%
+1,717
52
$326K 0.29%
+3,604
53
$321K 0.28%
+2,986
54
$311K 0.27%
+1,370
55
$299K 0.26%
+871
56
$294K 0.26%
+1,250
57
$285K 0.25%
+983
58
$281K 0.25%
+1,455
59
$277K 0.24%
+3,156
60
$274K 0.24%
+2,757
61
$270K 0.24%
+5,010
62
$252K 0.22%
+431
63
$246K 0.22%
+1,115
64
$246K 0.22%
+1,619
65
$229K 0.2%
+2,480
66
$222K 0.2%
+1,448
67
$219K 0.19%
+1,512
68
$215K 0.19%
+4,886
69
$206K 0.18%
+1,575
70
$204K 0.18%
+2,480
71
$201K 0.18%
+480
72
$189K 0.17%
+178
73
$172K 0.15%
+836
74
$172K 0.15%
+740
75
$155K 0.14%
+4,602
1 2
3
4 5