CWM
Crowley Wealth Management Portfolio holdings
AUM
$110M
This Quarter Return
+3.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.72%
Holding
429
New
428
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12.5M |
| 2 |
Tesla
TSLA
|
$6.48M |
| 3 |
Lowe's Companies
LOW
|
$5.65M |
| 4 |
ProShares Ultra QQQ
QLD
|
$4.71M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
DuPont de Nemours
DD
$32.2B
| $101K | 0.09% |
+1,323
| New | +$101K |
|
102
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
| $100K | 0.09% |
+3,760
| New | +$100K |
|
103
Verizon
VZ
$186B
| $98.6K | 0.09% |
+2,466
| New | +$98.6K |
|
104
iShares Core S&P 500 ETF
IVV
$662B
| $97.7K | 0.09% |
+166
| New | +$97.7K |
|
105
GE Aerospace
GE
$292B
| $96.1K | 0.08% |
+576
| New | +$96.1K |
|
106
Uber
UBER
$196B
| $94.4K | 0.08% |
+1,565
| New | +$94.4K |
|
107
Carrier Global
CARR
$55.5B
| $92.2K | 0.08% |
+1,350
| New | +$92.2K |
|
108
Vanguard Total Bond Market
BND
$134B
| $89.5K | 0.08% |
+1,244
| New | +$89.5K |
|
109
Automatic Data Processing
ADP
$123B
| $88.3K | 0.08% |
+302
| New | +$88.3K |
|
110
Prudential Financial
PRU
$38.6B
| $86.3K | 0.08% |
+728
| New | +$86.3K |
|
111
Intuitive Surgical
ISRG
$170B
| $86.1K | 0.08% |
+165
| New | +$86.1K |
|
112
Union Pacific
UNP
$133B
| $85.6K | 0.08% |
+375
| New | +$85.6K |
|
113
Bank of New York Mellon
BK
$74.5B
| $83.1K | 0.07% |
+1,082
| New | +$83.1K |
|
114
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $80.1K | 0.07% |
+404
| New | +$80.1K |
|
115
Vanguard Value ETF
VTV
$144B
| $77.4K | 0.07% |
+457
| New | +$77.4K |
|
116
Dow Inc
DOW
$17.5B
| $70.9K | 0.06% |
+1,767
| New | +$70.9K |
|
117
Exelon
EXC
$44.1B
| $69.4K | 0.06% |
+1,844
| New | +$69.4K |
|
118
State Street
STT
$32.6B
| $69.1K | 0.06% |
+704
| New | +$69.1K |
|
119
Danaher
DHR
$147B
| $68.9K | 0.06% |
+300
| New | +$68.9K |
|
120
Paychex
PAYX
$50.2B
| $68.2K | 0.06% |
+486
| New | +$68.2K |
|
121
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.1B
| $67.6K | 0.06% |
+1,322
| New | +$67.6K |
|
122
Salesforce
CRM
$245B
| $66.9K | 0.06% |
+200
| New | +$66.9K |
|
123
Vanguard Small-Cap ETF
VB
$66.4B
| $66.8K | 0.06% |
+278
| New | +$66.8K |
|
124
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
| $65.6K | 0.06% |
+604
| New | +$65.6K |
|
125
Grayscale Bitcoin Trust
GBTC
$43.4B
| $62.2K | 0.05% |
+840
| New | +$62.2K |
|