CWM
Crowley Wealth Management Portfolio holdings
AUM $105M
AUM
$105M
AUM Growth
-$8.45M (-7%)
Cap. Flow
-$2.33M
Cap. Flow % of AUM
-2.22%
Top 10 Holdings %Top 10 Hldgs %
46.81%
Holding
451
New
22
Increased
50
Reduced
68
Closed
34
Top Buys
| 1 | $121K | |
| 2 | $118K | |
| 3 | $115K | |
| 4 | $80.2K | |
| 5 | $68.4K |
Top Sells
| 1 | $184K | |
| 2 | $169K | |
| 3 | $147K | |
| 4 | $140K | |
| 5 | $129K |
Sector Composition
| 1 | Healthcare | 17.79% |
| 2 | Technology | 16.75% |
| 3 | Consumer Discretionary | 15.71% |
| 4 | Industrials | 10.64% |
| 5 | Financials | 9.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $61.6K | 0.06% | 278 | – | – | |||
| $61.5K | 0.06% | 300 | – | – | |||
| $60K | 0.06% | 800 | – | – | |||
| $58.9K | 0.06% | 604 | – | – | |||
| $58.4K | 0.06% | 3,927 | – | – | |||
| $56.5K | 0.05% | 2,228 +77 | +4% | +$1.95K | |||
| $56.2K | 0.05% | 455 | – | – | |||
| $55.4K | 0.05% | 1,500 | – | – | |||
| $55.2K | 0.05% | 600 | – | – | |||
| $54.7K | 0.05% | 840 | – | – | |||
| $52K | 0.05% | 827 -90 | -10% | -$5.66K | |||
| $51.9K | 0.05% | 1,487 -280 | -16% | -$9.78K | |||
| $51.7K | 0.05% | 464 | – | – | |||
| $50.3K | 0.05% | 2,300 | New | +$50.3K | |||
| $47.3K | 0.05% | 776 +21 | +3% | +$1.28K | |||
| $47.1K | 0.04% | 788 | – | – | |||
| $46.4K | 0.04% | 450 | – | – | |||
| $44.9K | 0.04% | 700 | – | – | |||
| $44.3K | 0.04% | 163 | – | – | |||
| $43.7K | 0.04% | 143 | – | – | |||
| $43.5K | 0.04% | 200 | – | – | |||
| $43K | 0.04% | 300 | – | – | |||
| $42.9K | 0.04% | 200 | – | – | |||
| $42.5K | 0.04% | 530 | – | – | |||
| $42.2K | 0.04% | 366 | – | – |
