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
126
$61.9K 0.05%
+881
127
$61.3K 0.05%
+500
128
$61.2K 0.05%
+800
129
$59.2K 0.05%
+1,012
130
$57.3K 0.05%
+600
131
$57.1K 0.05%
+2,151
132
$54.1K 0.05%
+163
133
$54K 0.05%
+2,050
134
$53.2K 0.05%
+300
135
$52.2K 0.05%
+917
136
$52K 0.05%
+3,927
137
$51.8K 0.05%
+455
138
$51.8K 0.05%
+383
139
$50.7K 0.04%
+1,000
140
$50K 0.04%
+1,500
141
$47K 0.04%
+143
142
$47K 0.04%
+2,400
143
$45.9K 0.04%
+800
144
$45.4K 0.04%
+750
145
$45.2K 0.04%
+464
146
$44K 0.04%
+200
147
$42.7K 0.04%
+755
148
$42.7K 0.04%
+82
149
$42.6K 0.04%
+788
150
$42.3K 0.04%
+2,500
4 5
6
7 8