CWM

Crowley Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 23.05%
This Quarter Est. Return
1 Year Est. Return
+23.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1 +$580K
2 +$492K
3 +$247K
4
QLD icon
ProShares Ultra QQQ
QLD
+$180K
5
SSO icon
ProShares Ultra S&P500
SSO
+$170K

Top Sells

1 +$158K
2 +$73.8K
3 +$50.2K
4
FDX icon
FedEx
FDX
+$47.2K
5
MRK icon
Merck
MRK
+$28.6K

Sector Composition

1 Technology 17.55%
2 Consumer Discretionary 16.37%
3 Healthcare 14.59%
4 Financials 8.97%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LIN icon
76
Linde
LIN
$190B
$228K 0.18%
480
EXC icon
77
Exelon
EXC
$45.5B
$219K 0.17%
4,864
+1,900
SO icon
78
Southern Company
SO
$99B
$216K 0.17%
2,280
MRK icon
79
Merck
MRK
$254B
$205K 0.16%
2,437
-341
ORCL icon
80
Oracle
ORCL
$576B
$197K 0.16%
700
D icon
81
Dominion Energy
D
$51.7B
$190K 0.15%
3,100
+650
SCCO icon
82
Southern Copper
SCCO
$113B
$187K 0.15%
1,555
+50
KMB icon
83
Kimberly-Clark
KMB
$35.3B
$183K 0.15%
1,475
-100
GE icon
84
GE Aerospace
GE
$302B
$176K 0.14%
586
+10
XLK icon
85
State Street Technology Select Sector SPDR ETF
XLK
$94B
$175K 0.14%
620
+20
BA icon
86
Boeing
BA
$155B
$173K 0.14%
802
SCHD icon
87
Schwab US Dividend Equity ETF
SCHD
$71.3B
$168K 0.13%
6,160
NOC icon
88
Northrop Grumman
NOC
$78.3B
$165K 0.13%
271
+15
NOW icon
89
ServiceNow
NOW
$170B
$164K 0.13%
178
DVY icon
90
iShares Select Dividend ETF
DVY
$20.7B
$163K 0.13%
1,145
+225
IWM icon
91
iShares Russell 2000 ETF
IWM
$71.7B
$161K 0.13%
665
+50
IBM icon
92
IBM
IBM
$281B
$158K 0.13%
560
+10
UBER icon
93
Uber
UBER
$188B
$153K 0.12%
1,565
MMM icon
94
3M
MMM
$91.8B
$152K 0.12%
978
TQQQ icon
95
ProShares UltraPro QQQ
TQQQ
$31B
$145K 0.12%
+2,800
NBIX icon
96
Neurocrine Biosciences
NBIX
$15.3B
$140K 0.11%
1,000
T icon
97
AT&T
T
$181B
$140K 0.11%
4,945
TXN icon
98
Texas Instruments
TXN
$163B
$130K 0.1%
705
NEM icon
99
Newmont
NEM
$98.5B
$129K 0.1%
1,531
+11
AMD icon
100
Advanced Micro Devices
AMD
$352B
$128K 0.1%
792
+47