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
101
$101K 0.09%
+1,323
102
$100K 0.09%
+3,760
103
$98.6K 0.09%
+2,466
104
$97.7K 0.09%
+166
105
$96.1K 0.08%
+576
106
$94.4K 0.08%
+1,565
107
$92.2K 0.08%
+1,350
108
$89.5K 0.08%
+1,244
109
$88.3K 0.08%
+302
110
$86.3K 0.08%
+728
111
$86.1K 0.08%
+165
112
$85.6K 0.08%
+375
113
$83.1K 0.07%
+1,082
114
$80.1K 0.07%
+404
115
$77.4K 0.07%
+457
116
$70.9K 0.06%
+1,767
117
$69.4K 0.06%
+1,844
118
$69.1K 0.06%
+704
119
$68.9K 0.06%
+300
120
$68.2K 0.06%
+486
121
$67.6K 0.06%
+1,322
122
$66.9K 0.06%
+200
123
$66.8K 0.06%
+278
124
$65.6K 0.06%
+604
125
$62.2K 0.05%
+840