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
76
$151K 0.13%
+1,705
77
$149K 0.13%
+844
78
$149K 0.13%
+6,545
79
$146K 0.13%
+1,134
80
$140K 0.12%
+600
81
$137K 0.12%
+1,000
82
$135K 0.12%
+2,824
83
$134K 0.12%
+4,905
84
$132K 0.12%
+705
85
$131K 0.12%
+373
86
$125K 0.11%
+567
87
$122K 0.11%
+547
88
$122K 0.11%
+3,270
89
$120K 0.11%
+990
90
$117K 0.1%
+700
91
$116K 0.1%
+882
92
$113K 0.1%
+241
93
$113K 0.1%
+253
94
$111K 0.1%
+300
95
$110K 0.1%
+510
96
$110K 0.1%
+884
97
$107K 0.09%
+10,857
98
$106K 0.09%
+1,100
99
$104K 0.09%
+1,300
100
$102K 0.09%
+200
2 3
4
5 6